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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44,381
Closed -$1.11M – 1199
2025
Q1 		$1.11M Sell
44,381
-1,257
-3% -$31.8K 0.03% 447
2024
Q4 		$1.15M Buy
+45,638
New +$1.15M 0.04% 424

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

CreativeOne Wealth's SMAX Position: Q2 2025 in Review

CreativeOne Wealth sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 44,381 shares — an estimated $1.11M sold.

CreativeOne Wealth first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $1.15M in Q4 2024. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • CreativeOne Wealth reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 44,381 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $1.11M.
  • CreativeOne Wealth first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • CreativeOne Wealth's iShares Large Cap Max Buffer Sep ETF position peaked at $1.15M in Q4 2024.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.