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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-39,994
Closed -$1M – 44
2025
Q1 		$1M Sell
39,994
-39,707
-50% -$1.01M 1.32% 18
2024
Q4 		$2.01M Buy
+79,701
New +$2.01M 2.52% 12

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 $173M AUM 15.36% 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 $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $6.31B AUM 20.77% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

FSR Wealth Management's SMAX Position: Q2 2025 in Review

FSR Wealth Management sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 39,994 shares — an estimated $1M sold.

FSR Wealth Management first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $2.01M in Q4 2024. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • FSR Wealth Management reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • FSR Wealth Management sold 39,994 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $1M.
  • FSR Wealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • FSR Wealth Management's iShares Large Cap Max Buffer Sep ETF position peaked at $2.01M in Q4 2024.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on FSR Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.