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

Tradition 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 Q1	$566K	Sell	21,112 -822	-4%	-$22.2K	0.04%	270
2025 Q4	$591K	Buy	21,934 +5	+0%	+$135	0.04%	258
2025 Q3	$587K	Sell	21,929 -76	-0.3%	-$2.01K	0.04%	256
2025 Q2	$573K	Hold	22,005	–	–	0.05%	246
2025 Q1	$551K	Buy	22,005 +2	+0%	+$51	0.05%	239
2024 Q4	$554K	Buy	+22,003	New	+$554K	0.05%	233

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Tradition Wealth Management's SMAX Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 3.7% in Q1 2026, selling an estimated $22.2K and leaving 21,112 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #270.

Tradition Wealth Management first reported a position in SMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $591K in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

Tradition Wealth Management held 21,112 shares of iShares Large Cap Max Buffer Sep ETF worth $566K as of Q1 2026.
Tradition Wealth Management sold 822 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $22.2K.
iShares Large Cap Max Buffer Sep ETF made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #270 holding.
Tradition Wealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 6 quarters since.
Tradition Wealth Management's iShares Large Cap Max Buffer Sep ETF position peaked at $591K in Q4 2025.
34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.