KIM
SMAX

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

Kestra Investment 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
Q1 		– Sell
-14,445
Closed -$389K – 520
2025
Q4 		$389K Buy
+14,445
New +$390K 0.01% 318

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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
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
BW
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Kestra Investment Management's SMAX Position: Q1 2026 in Review

Kestra Investment Management sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q1 2026, closing a stake of 14,445 shares — an estimated $389K sold.

Kestra Investment Management first reported a position in SMAX in Q4 2025 and held it in 1 quarter. The position peaked at $389K in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Kestra Investment Management reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 14,445 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $389K.
  • Kestra Investment Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Investment Management's iShares Large Cap Max Buffer Sep ETF position peaked at $389K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.