SB
SMAX

Strategic Blueprint’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Strategic Blueprint’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
-95,847
Closed -$2.57M – 793
2025
Q3 		$2.57M Sell
95,847
-245,696
-72% -$6.49M 0.11% 178
2025
Q2 		$8.89M Sell
341,543
-32,172
-9% -$816K 0.44% 55
2025
Q1 		$9.36M Buy
373,715
+95,050
+34% +$2.41M 0.51% 46
2024
Q4 		$7.02M Buy
+278,665
New +$7.01M 0.42% 55

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
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 $1.38B AUM 41.76% 1-Year Est. Return

Strategic Blueprint's SMAX Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q4 2025, closing a stake of 95,847 shares — an estimated $2.57M sold.

Strategic Blueprint first reported a position in SMAX in Q4 2024 and held it in 4 quarters. The position peaked at $9.36M in Q1 2025. 32 funds tracked by Wall St. Rank hold SMAX as of Q4 2025.

  • Strategic Blueprint reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 95,847 iShares Large Cap Max Buffer Sep ETF shares in Q4 2025, an estimated $2.57M.
  • Strategic Blueprint first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 4 quarters.
  • Strategic Blueprint's iShares Large Cap Max Buffer Sep ETF position peaked at $9.36M in Q1 2025.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.