IA
SMAX

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
Q2 		$1.42K Hold
51
– – ﹤0.01% 4383
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

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
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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's SMAX Position: Q2 2026 in Review

IFP Advisors held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 51 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4383.

IFP Advisors first reported a position in SMAX in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • IFP Advisors held 51 shares of iShares Large Cap Max Buffer Sep ETF worth $1.42K as of Q2 2026.
  • IFP 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 IFP Advisors's portfolio in Q2 2026, its #4383 holding.
  • IFP Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.