Investment Partners Asset Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Investment Partners Asset Management’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	$237K	Hold	8,522	–	–	0.13%	155
2026 Q1	$229K	Buy	8,522 +360	+4%	+$9.72K	0.14%	150
2025 Q4	$220K	Hold	8,162	–	–	0.14%	152
2025 Q3	$219K	Hold	8,162	–	–	0.14%	147
2025 Q2	$213K	Hold	8,162	–	–	0.15%	142
2025 Q1	$204K	Buy	8,162 +40	+0.5%	+$1.01K	0.16%	137
2024 Q4	$205K	Buy	+8,122	New	+$204K	0.16%	139

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

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

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

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

Investment Partners Asset Management's SMAX Position: Q2 2026 in Review

Investment Partners Asset Management held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 8,522 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #155.

Investment Partners Asset Management first reported a position in SMAX in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Investment Partners Asset Management held 8,522 shares of iShares Large Cap Max Buffer Sep ETF worth $237K as of Q2 2026.
Investment Partners Asset Management left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up 0.13% of Investment Partners Asset Management's portfolio in Q2 2026, its #155 holding.
Investment Partners Asset Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.