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
Q2 		$412K Buy
+14,787
New +$407K 0.01% 349
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 $369B AUM 28.27% 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 $173M AUM 15.36% 1-Year Est. Return
Susquehanna International Group
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $249M AUM 12.24% 1-Year Est. Return

Kestra Investment Management's SMAX Position: Q2 2026 in Review

Kestra Investment Management opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 14,787 shares worth $412K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in SMAX as recently as Q4 2025.

Kestra Investment Management first reported a position in SMAX in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Kestra Investment Management held 14,787 shares of iShares Large Cap Max Buffer Sep ETF worth $412K as of Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF was a new Kestra Investment Management position in Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #349 holding.
  • Kestra Investment Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.