JLBC
SMAX

J.L. Bainbridge & Co’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

J.L. Bainbridge & Co’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 		$35.9M Buy
1,380,226
+52,961
+4% +$1.38M 3.26% 13
2025
Q1 		$33.2M Buy
1,327,265
+1,178,891
+795% +$29.5M 3.33% 12
2024
Q4 		$3.74M Buy
+148,374
New +$3.74M 0.35% 29