FC Advisory’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

FC Advisory’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	$2.29M	Hold	80,533	–	–	0.6%	33
2026 Q2	$2.24M	Sell	80,533 -242	-0.3%	-$6.67K	0.59%	35
2026 Q1	$2.17M	Hold	80,775	–	–	0.63%	33
2025 Q4	$2.18M	Buy	80,775 +54,787	+211%	+$1.48M	0.63%	33
2025 Q3	$696K	Buy	+25,988	New	+$687K	0.2%	68

Other funds holding SMAX

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FC Advisory's SMAX Position: Q3 2026 in Review

FC Advisory held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q3 2026 at 80,533 shares worth $2.29M. The position accounts for 0.6% of the portfolio, ranked #33.

FC Advisory first reported a position in SMAX in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

FC Advisory held 80,533 shares of iShares Large Cap Max Buffer Sep ETF worth $2.29M as of Q3 2026.
FC Advisory left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q3 2026.
iShares Large Cap Max Buffer Sep ETF made up 0.6% of FC Advisory's portfolio in Q3 2026, its #33 holding.
FC Advisory first reported a position in iShares Large Cap Max Buffer Sep ETF in Q3 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.