GFG
SMAX

Grantvest Financial Group’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Grantvest Financial Group’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 		$2M Sell
74,381
-6,910
-9% -$187K 1.29% 11
2025
Q4 		$2.19M Buy
81,291
+26,039
+47% +$702K 1.4% 10
2025
Q3 		$1.48M Sell
55,252
-10,056
-15% -$266K 1.02% 19
2025
Q2 		$1.7M Sell
65,308
-3,868
-6% -$98.1K 1.26% 12
2025
Q1 		$1.73M Sell
69,176
-6,298
-8% -$159K 1.41% 12
2024
Q4 		$1.9M Buy
+75,474
New +$1.9M 2.12% 8

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Grantvest Financial Group's SMAX Position: Q1 2026 in Review

Grantvest Financial Group reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 8.5% in Q1 2026, selling an estimated $187K and leaving 74,381 shares worth $2M. The position accounts for 1.29% of the portfolio, ranked #11.

Grantvest Financial Group first reported a position in SMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.19M in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Grantvest Financial Group held 74,381 shares of iShares Large Cap Max Buffer Sep ETF worth $2M as of Q1 2026.
  • Grantvest Financial Group sold 6,910 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $187K.
  • iShares Large Cap Max Buffer Sep ETF made up 1.29% of Grantvest Financial Group's portfolio in Q1 2026, its #11 holding.
  • Grantvest Financial Group first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's iShares Large Cap Max Buffer Sep ETF position peaked at $2.19M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.