Diversify Advisory Services’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Diversify Advisory 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	$204K	Buy	+7,294	New	+$201K	﹤0.01%	1193

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

Diversify Advisory Services's SMAX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 7,294 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings.

37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Diversify Advisory Services held 7,294 shares of iShares Large Cap Max Buffer Sep ETF worth $204K as of Q2 2026.
iShares Large Cap Max Buffer Sep ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1193 holding.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.