KPWS
SMAX

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

Kestra Private Wealth 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 		$251K Buy
+9,000
New +$248K ﹤0.01% 1581

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
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Kestra Private Wealth Services's SMAX Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 9,000 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings.

19 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Kestra Private Wealth Services held 9,000 shares of iShares Large Cap Max Buffer Sep ETF worth $251K as of Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1581 holding.
  • 19 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

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