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

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 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 $382M AUM 8.35% 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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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.