OneDigital Investment Advisors’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
Sell
-11,514
Closed -$288K 1516
2025
Q1
$288K Buy
11,514
+3,500
+44% +$87.6K ﹤0.01% 1130
2024
Q4
$202K Buy
+8,014
New +$202K ﹤0.01% 1336