Spire Wealth Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Spire Wealth Management’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	$201K	Sell	7,196 -2	-0%	-$55	0.01%	787
2026 Q1	$193K	Buy	7,198 +2	+0%	+$54	0.01%	783
2025 Q4	$194K	Buy	+7,196	New	+$194K	0.01%	802
2025 Q1	–	Sell	-2,368	Closed	-$59.7K	–	2596
2024 Q4	$59.7K	Buy	+2,368	New	+$59.6K	﹤0.01%	1218

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

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's SMAX Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.03% in Q2 2026, selling an estimated $55 and leaving 7,196 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #787.

Spire Wealth Management first reported a position in SMAX in Q4 2024 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Spire Wealth Management held 7,196 shares of iShares Large Cap Max Buffer Sep ETF worth $201K as of Q2 2026.
Spire Wealth Management sold 2 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $55.
iShares Large Cap Max Buffer Sep ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #787 holding.
Spire Wealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.