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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Kovack Advisors's SMAX Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.01% in Q1 2026, selling an estimated $27 and leaving 14,782 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #663.

Kovack Advisors first reported a position in SMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $398K in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Kovack Advisors held 14,782 shares of iShares Large Cap Max Buffer Sep ETF worth $397K as of Q1 2026.
  • Kovack Advisors sold 1 iShares Large Cap Max Buffer Sep ETF share in Q1 2026, an estimated $27.
  • iShares Large Cap Max Buffer Sep ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #663 holding.
  • Kovack Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $398K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.