Back to Kestra Advisory Services, LLC Kestra Advisory Services, LLC

SMAXSMAX
3 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES LARGE CAP MAX BUFFER SEP ETF

Kestra Advisory Services, LLC holds 21,493 shares of SMAX (ISHARES LARGE CAP MAX BUFFER SEP ETF), worth $598,898 as of 2026-Q2. SMAX represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$598,898

Current Shares

21,493

Total Value Change

+$170,829

Total Shares Change

+5,612

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
21,493
0.0%
$598,8980.0%$27.87
0
2026-Q1
Increased
21,493
+35.3%
$576,4830.0%$27.06
32
2025-Q4
New
15,881
-
$428,0690.0%$26.98
33

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used