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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-104,779
Closed -$2.62M 61
2025
Q1
$2.62M Buy
104,779
+81,594
+352% +$2.04M 2.21% 17
2024
Q4
$584K Buy
+23,185
New +$584K 0.58% 38