CWG
SMAX

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
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

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
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Crown Wealth Group's SMAX Position: Q2 2026 in Review

Crown Wealth Group reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.3% in Q2 2026, selling an estimated $1.38K and leaving 16,701 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #83.

Crown Wealth Group first reported a position in SMAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.14M in Q4 2024. 13 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Crown Wealth Group held 16,701 shares of iShares Large Cap Max Buffer Sep ETF worth $465K as of Q2 2026.
  • Crown Wealth Group sold 50 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $1.38K.
  • iShares Large Cap Max Buffer Sep ETF made up 0.12% of Crown Wealth Group's portfolio in Q2 2026, its #83 holding.
  • Crown Wealth Group first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 7 quarters since.
  • Crown Wealth Group's iShares Large Cap Max Buffer Sep ETF position peaked at $2.14M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.