Jim Saulnier & Associates’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$950K Sell
36,492
-716
-2% -$18.6K 0.65% 40
2025
Q1
$932K Buy
37,208
+95
+0.3% +$2.38K 0.72% 38
2024
Q4
$935K Buy
+37,113
New +$935K 0.81% 32