Creative Planning’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Creative Planning’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 Q1	$375K	Hold	13,994	–	–	﹤0.01%	3247
2025 Q4	$377K	Hold	13,994	–	–	﹤0.01%	3078
2025 Q3	$375K	Hold	13,994	–	–	﹤0.01%	2970
2025 Q2	$364K	Hold	13,994	–	–	﹤0.01%	2737
2025 Q1	$350K	Buy	+13,994	New	+$354K	﹤0.01%	2611

Other funds holding SMAX

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 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 $324B AUM 22.36% 1-Year Est. Return

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

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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 $374B AUM 17.66% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Creative Planning's SMAX Position: Q1 2026 in Review

Creative Planning held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q1 2026 at 13,994 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Creative Planning first reported a position in SMAX in Q1 2025 and has held it in 5 quarters since. The position peaked at $377K in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

Creative Planning held 13,994 shares of iShares Large Cap Max Buffer Sep ETF worth $375K as of Q1 2026.
Creative Planning left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q1 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3247 holding.
Creative Planning first reported a position in iShares Large Cap Max Buffer Sep ETF in Q1 2025 and has held it in 5 quarters since.
Creative Planning's iShares Large Cap Max Buffer Sep ETF position peaked at $377K in Q4 2025.
34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.