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 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

CFC

Client First Capital San Diego, California $251M AUM 18.48% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FC Advisory's SMAX Position: Q2 2026 in Review

FC Advisory reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.3% in Q2 2026, selling an estimated $6.67K and leaving 80,533 shares worth $2.24M. The position accounts for 0.59% of the portfolio, ranked #35.

FC Advisory first reported a position in SMAX in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

FC Advisory held 80,533 shares of iShares Large Cap Max Buffer Sep ETF worth $2.24M as of Q2 2026.
FC Advisory sold 242 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $6.67K.
iShares Large Cap Max Buffer Sep ETF made up 0.59% of FC Advisory's portfolio in Q2 2026, its #35 holding.
FC Advisory first reported a position in iShares Large Cap Max Buffer Sep ETF in Q3 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.