AWA
SMAX

Amplius Wealth Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Amplius Wealth Advisors’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
2025
Q3 		$1.29M Sell
2025
Q2 		$1.3M Buy