Old Mission Capital’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Old Mission Capital’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	$295K	Sell	10,584 -19,635	-65%	-$541K	﹤0.01%	909
2026 Q1	$811K	Buy	+30,219	New	+$816K	0.01%	526
2025 Q4	–	Sell	-25,066	Closed	-$671K	–	1360
2025 Q3	$671K	Sell	25,066 -10,235	-29%	-$271K	0.01%	599
2025 Q2	$919K	Buy	35,301 +14,722	+72%	+$374K	0.02%	478
2025 Q1	$515K	Buy	20,579 +9,815	+91%	+$249K	0.01%	602
2024 Q4	$271K	Buy	+10,764	New	+$271K	﹤0.01%	789

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 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

Old Mission Capital's SMAX Position: Q2 2026 in Review

Old Mission Capital reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 65% in Q2 2026, selling an estimated $541K and leaving 10,584 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Old Mission Capital first reported a position in SMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $919K in Q2 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Old Mission Capital held 10,584 shares of iShares Large Cap Max Buffer Sep ETF worth $295K as of Q2 2026.
Old Mission Capital sold 19,635 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $541K.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Old Mission Capital's portfolio in Q2 2026, its #909 holding.
Old Mission Capital first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 6 quarters since.
Old Mission Capital's iShares Large Cap Max Buffer Sep ETF position peaked at $919K in Q2 2025.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.