ECA
SMAX

Elevated Capital Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Elevated Capital Advisors’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 		$4.85K Hold
174
– – ﹤0.01% 564
2026
Q1 		$4.67K Sell
174
-474
-73% -$12.8K ﹤0.01% 552
2025
Q4 		$17.5K Buy
+648
New +$17.5K ﹤0.01% 405

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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $173M AUM 15.36% 1-Year Est. Return
Susquehanna International Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
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

Elevated Capital Advisors's SMAX Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 174 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Elevated Capital Advisors first reported a position in SMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.5K in Q4 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Elevated Capital Advisors held 174 shares of iShares Large Cap Max Buffer Sep ETF worth $4.85K as of Q2 2026.
  • Elevated Capital Advisors 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 Elevated Capital Advisors's portfolio in Q2 2026, its #564 holding.
  • Elevated Capital Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $17.5K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.