Howard Bailey Securities
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Howard Bailey Securities’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Howard Bailey Securities’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
-102,914
Closed -$2.58M – 177
2025
Q1 		$2.58M Buy
102,914
+76,442
+289% +$1.94M 0.86% 37
2024
Q4 		$667K Buy
+26,472
New +$666K 0.25% 60

Other funds holding SMAX

J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 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
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Crewe Advisors
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Howard Bailey Securities's SMAX Position: Q2 2025 in Review

Howard Bailey Securities sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 102,914 shares — an estimated $2.58M sold.

Howard Bailey Securities first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $2.58M in Q1 2025. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • Howard Bailey Securities reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 102,914 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $2.58M.
  • Howard Bailey Securities first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • Howard Bailey Securities's iShares Large Cap Max Buffer Sep ETF position peaked at $2.58M in Q1 2025.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.