FWM
SMAX

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

FSR Wealth Management’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
-39,994
Closed -$1M – 44
2025
Q1 		$1M Sell
39,994
-39,707
-50% -$994K 1.32% 18
2024
Q4 		$2.01M Buy
+79,701
New +$2.01M 2.52% 12