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

IFP 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 Q3	$5.58K	Buy	196 +145	+284%	+$4.08K	﹤0.01%	3739
2026 Q2	$1.42K	Hold	51	–	–	﹤0.01%	4384
2026 Q1	$1.37K	Hold	51	–	–	﹤0.01%	4091
2025 Q4	$1.38K	Hold	51	–	–	﹤0.01%	3965
2025 Q3	$1.37K	Buy	51 +1	+2%	+$26	﹤0.01%	3829
2025 Q2	$1.3K	Buy	+50	New	+$1.27K	﹤0.01%	4107

Other funds holding SMAX

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

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

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

IFP Advisors's SMAX Position: Q3 2026 in Review

IFP Advisors increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 284% in Q3 2026, buying an estimated $4.08K and bringing the position to 196 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3739.

IFP Advisors first reported a position in SMAX in Q2 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

IFP Advisors held 196 shares of iShares Large Cap Max Buffer Sep ETF worth $5.58K as of Q3 2026.
IFP Advisors bought 145 iShares Large Cap Max Buffer Sep ETF shares in Q3 2026, an estimated $4.08K.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3739 holding.
IFP Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2025 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.