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SMAXSMAX
7 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES LARGE CAP MAX BUFFER SEP ETF

ENVESTNET ASSET MANAGEMENT INC holds 44,209 shares of SMAX (ISHARES LARGE CAP MAX BUFFER SEP ETF), worth $1.2M as of 2026-Q2. The position was increased (+0.1% shares). SMAX represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$1.2M

Current Shares

44,209

Total Value Change

+$987,590

Total Shares Change

+34,514

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
44,209
+0.1%
$1.2M0.0%$27.87
25
2026-Q1
Increased
44,152
+48.0%
$1.2M0.0%$27.06
35
2025-Q4
Increased
29,826
+20.1%
$803,9830.0%$26.98
29
2025-Q3
Decreased
24,837
-2.6%
$665,1350.0%$26.51
0
2025-Q2
Increased
25,510
+139.9%
$664,2800.0%$25.76
40
2025-Q1
Increased
10,634
+9.7%
$266,2750.0%$24.76
26
2024-Q4
New
9,695
-
$244,3050.0%$25.02
32

Other major holders of SMAX: AE Wealth Management LLC, BlackRock, Inc., RAYMOND JAMES FINANCIAL INC

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