LAM
SMAX

Lifestyle Asset Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Lifestyle Asset 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 		$466K Sell
16,720
-129
-0.8% -$3.56K 0.13% 80
2026
Q1 		$452K Sell
16,849
-129
-0.8% -$3.48K 0.15% 81
2025
Q4 		$458K Buy
+16,978
New +$458K 0.15% 86

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
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lifestyle Asset Management's SMAX Position: Q2 2026 in Review

Lifestyle Asset Management reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.77% in Q2 2026, selling an estimated $3.56K and leaving 16,720 shares worth $466K. The position accounts for 0.13% of the portfolio, ranked #80.

Lifestyle Asset Management first reported a position in SMAX in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Lifestyle Asset Management held 16,720 shares of iShares Large Cap Max Buffer Sep ETF worth $466K as of Q2 2026.
  • Lifestyle Asset Management sold 129 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $3.56K.
  • iShares Large Cap Max Buffer Sep ETF made up 0.13% of Lifestyle Asset Management's portfolio in Q2 2026, its #80 holding.
  • Lifestyle Asset Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.