SCA
SMAX

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

Snowden Capital 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
2025
Q4 		– Sell
-11,466
Closed -$307K – 1335
2025
Q3 		$307K Sell
11,466
-4,073
-26% -$108K 0.01% 1021
2025
Q2 		$405K Sell
15,539
-6,933
-31% -$176K 0.01% 869
2025
Q1 		$563K Sell
22,472
-3,969
-15% -$101K 0.02% 689
2024
Q4 		$668K Buy
+26,441
New +$665K 0.02% 649

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Snowden Capital Advisors's SMAX Position: Q4 2025 in Review

Snowden Capital Advisors sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q4 2025, closing a stake of 11,466 shares — an estimated $307K sold.

Snowden Capital Advisors first reported a position in SMAX in Q4 2024 and held it in 4 quarters. The position peaked at $668K in Q4 2024. 32 funds tracked by Wall St. Rank hold SMAX as of Q4 2025.

  • Snowden Capital Advisors reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q4 2025 after selling out during the quarter.
  • Snowden Capital Advisors sold 11,466 iShares Large Cap Max Buffer Sep ETF shares in Q4 2025, an estimated $307K.
  • Snowden Capital Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 4 quarters.
  • Snowden Capital Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $668K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q4 2025.

Based on Snowden Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.