FFA
SMAX

Farther Finance Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Farther Finance 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 		$209K Hold
7,488
– – ﹤0.01% 2207
2026
Q1 		$201K Buy
+7,488
New +$202K ﹤0.01% 2016

Other funds holding SMAX

CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's SMAX Position: Q2 2026 in Review

Farther Finance Advisors held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 7,488 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Farther Finance Advisors first reported a position in SMAX in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Farther Finance Advisors held 7,488 shares of iShares Large Cap Max Buffer Sep ETF worth $209K as of Q2 2026.
  • Farther Finance 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 Farther Finance Advisors's portfolio in Q2 2026, its #2207 holding.
  • Farther Finance Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.