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
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 $1.12B AUM 25.58% 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 $154M AUM 10.37% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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 $374B AUM 17.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Raymond James Financial's SMAX Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 2.5% in Q1 2026, selling an estimated $64.3K and leaving 92,269 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Raymond James Financial first reported a position in SMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.55M in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Raymond James Financial held 92,269 shares of iShares Large Cap Max Buffer Sep ETF worth $2.47M as of Q1 2026.
  • Raymond James Financial sold 2,381 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $64.3K.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3183 holding.
  • Raymond James Financial first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 2 quarters since.
  • Raymond James Financial's iShares Large Cap Max Buffer Sep ETF position peaked at $2.55M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.