Envestnet Asset Management
SMAX

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
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
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
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Envestnet Asset Management's SMAX Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 48% in Q1 2026, buying an estimated $387K and bringing the position to 44,152 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3357.

Envestnet Asset Management first reported a position in SMAX in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Envestnet Asset Management held 44,152 shares of iShares Large Cap Max Buffer Sep ETF worth $1.18M as of Q1 2026.
  • Envestnet Asset Management bought 14,326 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $387K.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3357 holding.
  • Envestnet Asset Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.