CWG
SMAX

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

Crown Wealth Group’s Portfolio SMAX Stock Details SMAX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$462K Sell
17,753
-4,939
-22% -$129K 0.17% 57
2025
Q1 		$568K Sell
22,692
-62,296
-73% -$1.56M 0.29% 46
2024
Q4 		$2.14M Buy
+84,988
New +$2.14M 0.87% 22