Jeff Yass’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Jeff Yass’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	$1.95M	Buy	69,884 +41,031	+142%	+$1.13M	﹤0.01%	6530
2026 Q1	$774K	Sell	28,853 -22,480	-44%	-$607K	﹤0.01%	8561
2025 Q4	$1.38M	Buy	+51,333	New	+$1.38M	﹤0.01%	6435
2025 Q3	–	Sell	-38,115	Closed	-$993K	–	14226
2025 Q2	$993K	Sell	38,115 -36,373	-49%	-$923K	﹤0.01%	7443
2025 Q1	$1.87M	Sell	74,488 -12,722	-15%	-$322K	﹤0.01%	5684
2024 Q4	$2.2M	Buy	+87,210	New	+$2.19M	﹤0.01%	5088

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jeff Yass's SMAX Position: Q2 2026 in Review

Jeff Yass increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 142% in Q2 2026, buying an estimated $1.13M and bringing the position to 69,884 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #6530.

Jeff Yass first reported a position in SMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q4 2024. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Jeff Yass held 69,884 shares of iShares Large Cap Max Buffer Sep ETF worth $1.95M as of Q2 2026.
Jeff Yass bought 41,031 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $1.13M.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6530 holding.
Jeff Yass first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 6 quarters since.
Jeff Yass's iShares Large Cap Max Buffer Sep ETF position peaked at $2.2M in Q4 2024.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.