CW
SMAX

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

CreativeOne Wealth’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 		– Sell
-44,381
Closed -$1.11M – 1199
2025
Q1 		$1.11M Sell
44,381
-1,257
-3% -$31.5K 0.03% 447
2024
Q4 		$1.15M Buy
+45,638
New +$1.15M 0.04% 424