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

Mutual 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 Q3	$223K	Buy	+7,820	New	+$220K	﹤0.01%	1308

Other funds holding SMAX

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Mutual Advisors's SMAX Position: Q3 2026 in Review

Mutual Advisors opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q3 2026: 7,820 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings.

31 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

Mutual Advisors held 7,820 shares of iShares Large Cap Max Buffer Sep ETF worth $223K as of Q3 2026.
iShares Large Cap Max Buffer Sep ETF was a new Mutual Advisors position in Q3 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q3 2026, its #1308 holding.
31 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.