AWM
SMAX

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

AE Wealth Management’s Portfolio SMAX Stock Details SMAX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-588,211
Closed -$14.7M – 2278
2025
Q1 		$14.7M Sell
588,211
-836,212
-59% -$20.9M 0.12% 190
2024
Q4 		$35.9M Buy
+1,424,423
New +$35.9M 0.3% 81