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
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 $324B AUM 22.36% 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 $154M AUM 10.37% 1-Year Est. Return
BW
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $205M AUM 10.53% 1-Year Est. Return

UBS Group's SMAX Position: Q1 2026 in Review

UBS Group opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q1 2026: 172 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #8912 among its holdings. This is a return to the name: UBS Group previously reported a position in SMAX as recently as Q3 2025.

UBS Group first reported a position in SMAX in Q2 2025 and has held it in 3 quarters since. The position peaked at $26.3K in Q2 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • UBS Group held 172 shares of iShares Large Cap Max Buffer Sep ETF worth $4.61K as of Q1 2026.
  • iShares Large Cap Max Buffer Sep ETF was a new UBS Group position in Q1 2026.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8912 holding.
  • UBS Group first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2025 and has held it in 3 quarters since.
  • UBS Group's iShares Large Cap Max Buffer Sep ETF position peaked at $26.3K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.