LRWM
SMAX

Lord & Richards Wealth Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Lord & Richards Wealth Management’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
-1,309
Closed -$32.8K – 179
2025
Q1 		$32.8K Sell
1,309
-20,188
-94% -$511K 0.04% 96
2024
Q4 		$542K Buy
+21,497
New +$541K 1.14% 29

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Lord & Richards Wealth Management's SMAX Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 1,309 shares — an estimated $32.8K sold.

Lord & Richards Wealth Management first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $542K in Q4 2024. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,309 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $32.8K.
  • Lord & Richards Wealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares Large Cap Max Buffer Sep ETF position peaked at $542K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.