GM
SMAX

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,064
Closed -$703K – 1303
2025
Q1 		$703K Sell
28,064
-26,947
-49% -$675K 0.03% 352
2024
Q4 		$1.39M Buy
+55,011
New +$1.39M 0.05% 237