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
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 $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 $1.38B AUM 41.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Elevated Capital Advisors's SMAX Position: Q1 2026 in Review

Elevated Capital Advisors reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 73% in Q1 2026, selling an estimated $12.8K and leaving 174 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Elevated Capital Advisors first reported a position in SMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.5K in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Elevated Capital Advisors held 174 shares of iShares Large Cap Max Buffer Sep ETF worth $4.67K as of Q1 2026.
  • Elevated Capital Advisors sold 474 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $12.8K.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #552 holding.
  • Elevated Capital Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $17.5K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.