Raymond James Financial
SMAX

Raymond James Financial’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Raymond James Financial’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 		$2.6M Buy
93,262
+993
+1% +$27.4K ﹤0.01% 3297
2026
Q1 		$2.47M Sell
92,269
-2,381
-3% -$64.3K ﹤0.01% 3183
2025
Q4 		$2.55M Buy
+94,650
New +$2.55M ﹤0.01% 3078

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's SMAX Position: Q2 2026 in Review

Raymond James Financial increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 1.1% in Q2 2026, buying an estimated $27.4K and bringing the position to 93,262 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

Raymond James Financial first reported a position in SMAX in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Raymond James Financial held 93,262 shares of iShares Large Cap Max Buffer Sep ETF worth $2.6M as of Q2 2026.
  • Raymond James Financial bought 993 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $27.4K.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3297 holding.
  • Raymond James Financial first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.