Envestnet Asset Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Envestnet Asset 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	$1.23M	Buy	44,209 +57	+0.1%	+$1.57K	﹤0.01%	3494
2026 Q1	$1.18M	Buy	44,152 +14,326	+48%	+$387K	﹤0.01%	3357
2025 Q4	$804K	Buy	29,826 +4,989	+20%	+$135K	﹤0.01%	3394
2025 Q3	$665K	Sell	24,837 -673	-3%	-$17.8K	﹤0.01%	3569
2025 Q2	$664K	Buy	25,510 +14,876	+140%	+$377K	﹤0.01%	3507
2025 Q1	$266K	Buy	10,634 +939	+10%	+$23.8K	﹤0.01%	3986
2024 Q4	$244K	Buy	+9,695	New	+$244K	﹤0.01%	3994

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's SMAX Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.13% in Q2 2026, buying an estimated $1.57K and bringing the position to 44,209 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Envestnet Asset Management first reported a position in SMAX in Q4 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Envestnet Asset Management held 44,209 shares of iShares Large Cap Max Buffer Sep ETF worth $1.23M as of Q2 2026.
Envestnet Asset Management bought 57 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $1.57K.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3494 holding.
Envestnet Asset Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.