UBS Group
SMAX

UBS Group’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

UBS Group’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 		– Sell
-172
Closed -$4.61K – 11272
2026
Q1 		$4.61K Buy
+172
New +$4.65K ﹤0.01% 8912
2025
Q4 		– Sell
-98
Closed -$2.62K – 11383
2025
Q3 		$2.62K Sell
98
-911
-90% -$24.1K ﹤0.01% 9144
2025
Q2 		$26.3K Buy
+1,009
New +$25.6K ﹤0.01% 8264

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $173M AUM 15.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $424B AUM 22.96% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

UBS Group's SMAX Position: Q2 2026 in Review

UBS Group sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026, closing a stake of 172 shares — an estimated $4.61K sold.

UBS Group first reported a position in SMAX in Q2 2025 and held it in 3 quarters. The position peaked at $26.3K in Q2 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • UBS Group reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 172 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $4.61K.
  • UBS Group first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2025 and held it in 3 quarters.
  • UBS Group's iShares Large Cap Max Buffer Sep ETF position peaked at $26.3K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.