Kovack Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Kovack Advisors’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	Hold	14,782	–	–	0.02%	687
2026 Q1	$397K	Sell	14,782 -1	-0%	-$27	0.02%	663
2025 Q4	$398K	Buy	+14,783	New	+$399K	0.02%	665

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

Kovack Advisors's SMAX Position: Q2 2026 in Review

Kovack Advisors held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 14,782 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #687.

Kovack Advisors 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.

Kovack Advisors held 14,782 shares of iShares Large Cap Max Buffer Sep ETF worth $412K as of Q2 2026.
Kovack Advisors left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #687 holding.
Kovack Advisors 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 Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.