Crewe Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Crewe Advisors’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	$1.06M	Hold	38,118	–	–	0.08%	89
2026 Q1	$1.02M	Hold	38,118	–	–	0.09%	84
2025 Q4	$1.03M	Buy	38,118 +3,726	+11%	+$101K	0.09%	79
2025 Q3	$921K	Hold	34,392	–	–	0.09%	83
2025 Q2	$896K	Hold	34,392	–	–	0.13%	65
2025 Q1	$861K	Buy	+34,392	New	+$871K	0.12%	59

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

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

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

JSA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Crewe Advisors's SMAX Position: Q2 2026 in Review

Crewe Advisors held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 38,118 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #89.

Crewe Advisors first reported a position in SMAX in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Crewe Advisors held 38,118 shares of iShares Large Cap Max Buffer Sep ETF worth $1.06M as of Q2 2026.
Crewe Advisors left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up 0.08% of Crewe Advisors's portfolio in Q2 2026, its #89 holding.
Crewe Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q1 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.