Elevated Capital Advisors
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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
Q3 		$4.96K Hold
174
– – ﹤0.01% 552
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

J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Elevated Capital Advisors's SMAX Position: Q3 2026 in Review

Elevated Capital Advisors held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q3 2026 at 174 shares worth $4.96K. 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 4 quarters since. The position peaked at $17.5K in Q4 2025. 25 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

  • Elevated Capital Advisors held 174 shares of iShares Large Cap Max Buffer Sep ETF worth $4.96K as of Q3 2026.
  • Elevated Capital Advisors left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q3 2026.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 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 4 quarters since.
  • Elevated Capital Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $17.5K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.