Diversify Wealth Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Diversify Wealth Management’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	Hold	7,294	–	–	﹤0.01%	1193
2026 Q1	$200K	Buy	+7,294	New	+$197K	﹤0.01%	1094

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 Wealth Management's SMAX Position: Q2 2026 in Review

Diversify Wealth Management held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 7,294 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Diversify Wealth Management first reported a position in SMAX in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Diversify Wealth Management held 7,294 shares of iShares Large Cap Max Buffer Sep ETF worth $204K as of Q2 2026.
Diversify Wealth Management left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1193 holding.
Diversify Wealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q1 2026 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.