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

Kestra Advisory Services’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	$599K	Hold	21,493	–	–	﹤0.01%	2213
2026 Q1	$576K	Buy	21,493 +5,612	+35%	+$152K	﹤0.01%	2107
2025 Q4	$428K	Buy	+15,881	New	+$428K	﹤0.01%	2265

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Kestra Advisory Services's SMAX Position: Q2 2026 in Review

Kestra Advisory Services held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 21,493 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Kestra Advisory Services first reported a position in SMAX in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Kestra Advisory Services held 21,493 shares of iShares Large Cap Max Buffer Sep ETF worth $599K as of Q2 2026.
Kestra Advisory Services 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 Kestra Advisory Services's portfolio in Q2 2026, its #2213 holding.
Kestra Advisory Services first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 3 quarters since.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.