Authentikos Wealth Advisory’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-108,477
Closed -$2.72M 68
2025
Q1
$2.72M Buy
108,477
+85,292
+368% +$2.16M 2.12% 17
2024
Q4
$584K Buy
+23,185
New +$583K 0.58% 38

Other funds holding SMAX

Authentikos Wealth Advisory's SMAX Position: Q2 2025 in Review

Authentikos Wealth Advisory sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 108,477 shares — an estimated $2.72M sold.

Authentikos Wealth Advisory first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $2.72M in Q1 2025. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • Authentikos Wealth Advisory reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 108,477 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $2.72M.
  • Authentikos Wealth Advisory first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • Authentikos Wealth Advisory's iShares Large Cap Max Buffer Sep ETF position peaked at $2.72M in Q1 2025.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.