Maxwell Wealth Strategies’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Maxwell Wealth Strategies’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
2024 Q4	$353K	Buy	+13,994	New	+$352K	0.14%	92

Other funds holding SMAX

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Maxwell Wealth Strategies's SMAX Position: Q4 2024 in Review

Maxwell Wealth Strategies opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q4 2024: 13,994 shares worth $353K. The stake represents 0.14% of the portfolio and ranks #92 among its holdings.

46 funds tracked by Wall St. Rank hold SMAX as of Q4 2024.

Maxwell Wealth Strategies held 13,994 shares of iShares Large Cap Max Buffer Sep ETF worth $353K as of Q4 2024.
iShares Large Cap Max Buffer Sep ETF was a new Maxwell Wealth Strategies position in Q4 2024.
iShares Large Cap Max Buffer Sep ETF made up 0.14% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #92 holding.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.