Creative Planning
SMAX

Creative Planning’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Creative Planning’s Portfolio SMAX Stock Details SMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$364K Hold
13,994
– – ﹤0.01% 2728
2025
Q1 		$350K Buy
+13,994
New +$350K ﹤0.01% 2604