Crown Wealth Group’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Crown Wealth Group’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 Q3	$474K	Sell	16,639 -62	-0.4%	-$1.75K	0.12%	82
2026 Q2	$465K	Sell	16,701 -50	-0.3%	-$1.38K	0.12%	83
2026 Q1	$449K	Sell	16,751 -13,342	-44%	-$360K	0.13%	74
2025 Q4	$811K	Buy	30,093 +290	+1%	+$7.82K	0.23%	53
2025 Q3	$798K	Buy	29,803 +12,050	+68%	+$319K	0.24%	51
2025 Q2	$462K	Sell	17,753 -4,939	-22%	-$125K	0.17%	57
2025 Q1	$568K	Sell	22,692 -62,296	-73%	-$1.58M	0.29%	46
2024 Q4	$2.14M	Buy	+84,988	New	+$2.14M	0.87%	22

Other funds holding SMAX

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Crown Wealth Group's SMAX Position: Q3 2026 in Review

Crown Wealth Group reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.37% in Q3 2026, selling an estimated $1.75K and leaving 16,639 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #82.

Crown Wealth Group first reported a position in SMAX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q4 2024. 15 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

Crown Wealth Group held 16,639 shares of iShares Large Cap Max Buffer Sep ETF worth $474K as of Q3 2026.
Crown Wealth Group sold 62 iShares Large Cap Max Buffer Sep ETF shares in Q3 2026, an estimated $1.75K.
iShares Large Cap Max Buffer Sep ETF made up 0.12% of Crown Wealth Group's portfolio in Q3 2026, its #82 holding.
Crown Wealth Group first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 8 quarters since.
Crown Wealth Group's iShares Large Cap Max Buffer Sep ETF position peaked at $2.14M in Q4 2024.
15 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.