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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Buy
+50,101
New +$1.3M 0.12% 69