Commonwealth Equity Services’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Commonwealth Equity Services’s Portfolio SMAX Stock Details SMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$746K	Sell	26,778 -1,000	-4%	-$27.6K	﹤0.01%	2964
2026 Q1	$745K	Hold	27,778	–	–	﹤0.01%	2865
2025 Q4	$749K	Buy	27,778 +2,029	+8%	+$54.7K	﹤0.01%	2828
2025 Q3	$690K	Hold	25,749	–	–	﹤0.01%	2910
2025 Q2	$671K	Hold	25,749	–	–	﹤0.01%	2911
2025 Q1	$645K	Buy	25,749 +8	+0%	+$203	﹤0.01%	2831
2024 Q4	$649K	Buy	+25,741	New	+$648K	﹤0.01%	2755

Other funds holding SMAX

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Commonwealth Equity Services's SMAX Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 3.6% in Q2 2026, selling an estimated $27.6K and leaving 26,778 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Commonwealth Equity Services first reported a position in SMAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $749K in Q4 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Commonwealth Equity Services held 26,778 shares of iShares Large Cap Max Buffer Sep ETF worth $746K as of Q2 2026.
Commonwealth Equity Services sold 1,000 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $27.6K.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2964 holding.
Commonwealth Equity Services first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's iShares Large Cap Max Buffer Sep ETF position peaked at $749K in Q4 2025.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.