Diversify Advisory Services’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History
Bought
Maintained
Sold
Other funds holding SMAX
Diversify Advisory Services's SMAX Position: Q3 2026 in Review
Diversify Advisory Services increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 293% in Q3 2026, buying an estimated $601K and bringing the position to 28,651 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #722.
Diversify Advisory Services first reported a position in SMAX in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.
- Diversify Advisory Services held 28,651 shares of iShares Large Cap Max Buffer Sep ETF worth $821K as of Q3 2026.
- Diversify Advisory Services bought 21,357 iShares Large Cap Max Buffer Sep ETF shares in Q3 2026, an estimated $601K.
- iShares Large Cap Max Buffer Sep ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #722 holding.
- Diversify Advisory Services first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2026 and has held it in 2 quarters since.
- 14 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.