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

GeoWealth 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	-28,064	Closed	-$703K	–	1302
2025 Q1	$703K	Sell	28,064 -26,947	-49%	-$682K	0.03%	352
2024 Q4	$1.39M	Buy	+55,011	New	+$1.38M	0.05%	237

Other funds holding SMAX

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

GeoWealth Management's SMAX Position: Q2 2025 in Review

GeoWealth Management sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 28,064 shares — an estimated $703K sold.

GeoWealth Management first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $1.39M in Q4 2024. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

GeoWealth Management reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 28,064 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $703K.
GeoWealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
GeoWealth Management's iShares Large Cap Max Buffer Sep ETF position peaked at $1.39M in Q4 2024.
25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.