GFG
SMAX

Grantvest Financial Group’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Grantvest Financial Group’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 		$1.7M Sell
65,308
-3,868
-6% -$101K 1.26% 12
2025
Q1 		$1.73M Sell
69,176
-6,298
-8% -$158K 1.41% 12
2024
Q4 		$1.9M Buy
+75,474
New +$1.9M 2.12% 8