Jim Saulnier & Associates’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Jim Saulnier & Associates’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	$969K	Hold	36,141	–	–	0.47%	52
2025 Q4	$974K	Sell	36,141 -267	-0.7%	-$7.2K	0.5%	51
2025 Q3	$975K	Sell	36,408 -84	-0.2%	-$2.22K	0.54%	46
2025 Q2	$950K	Sell	36,492 -716	-2%	-$18.2K	0.65%	40
2025 Q1	$932K	Buy	37,208 +95	+0.3%	+$2.41K	0.72%	38
2024 Q4	$935K	Buy	+37,113	New	+$934K	0.81%	32

Other funds holding SMAX

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 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 $324B AUM 22.36% 1-Year Est. Return

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

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jim Saulnier & Associates's SMAX Position: Q1 2026 in Review

Jim Saulnier & Associates held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q1 2026 at 36,141 shares worth $969K. The position accounts for 0.47% of the portfolio, ranked #52.

Jim Saulnier & Associates first reported a position in SMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $975K in Q3 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

Jim Saulnier & Associates held 36,141 shares of iShares Large Cap Max Buffer Sep ETF worth $969K as of Q1 2026.
Jim Saulnier & Associates left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q1 2026.
iShares Large Cap Max Buffer Sep ETF made up 0.47% of Jim Saulnier & Associates's portfolio in Q1 2026, its #52 holding.
Jim Saulnier & Associates first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 6 quarters since.
Jim Saulnier & Associates's iShares Large Cap Max Buffer Sep ETF position peaked at $975K in Q3 2025.
34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.