Lloyd Advisory Services’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
Q1
Sell
-107,991
Closed -$2.72M 122
2024
Q4
$2.72M Buy
+107,991
New +$2.72M 1.29% 16