LAS
SMAX

Lloyd Advisory Services’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Lloyd Advisory 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 		– Sell
-1
Closed -$23 – 1051
2026
Q1 		$23 Buy
+1
New +$27 ﹤0.01% 828
2025
Q1 		– Sell
-107,991
Closed -$2.72M – 122
2024
Q4 		$2.72M Buy
+107,991
New +$2.72M 1.29% 16

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

Lloyd Advisory Services's SMAX Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026, closing a stake of 1 share — an estimated $23 sold.

Lloyd Advisory Services first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $2.72M in Q4 2024. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 iShares Large Cap Max Buffer Sep ETF share in Q2 2026, an estimated $23.
  • Lloyd Advisory Services first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares Large Cap Max Buffer Sep ETF position peaked at $2.72M in Q4 2024.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.