Kestra Advisory Services’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Kestra Advisory Services's SMAX Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 35% in Q1 2026, buying an estimated $152K and bringing the position to 21,493 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Kestra Advisory Services first reported a position in SMAX in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

• Kestra Advisory Services held 21,493 shares of iShares Large Cap Max Buffer Sep ETF worth $576K as of Q1 2026.
• Kestra Advisory Services bought 5,612 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $152K.
• iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2107 holding.
• Kestra Advisory Services first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 2 quarters since.
• 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.