DWM
SMAX

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
Q1 		$200K Buy
+7,294
New +$197K ﹤0.01% 1094

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Diversify Wealth Management's SMAX Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q1 2026: 7,294 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Diversify Wealth Management held 7,294 shares of iShares Large Cap Max Buffer Sep ETF worth $200K as of Q1 2026.
  • iShares Large Cap Max Buffer Sep ETF was a new Diversify Wealth Management position in Q1 2026.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1094 holding.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.