OIA
SMAX

OneDigital Investment Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

OneDigital Investment Advisors’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
-11,514
Closed -$288K – 1517
2025
Q1 		$288K Buy
11,514
+3,500
+44% +$88.6K ﹤0.01% 1130
2024
Q4 		$202K Buy
+8,014
New +$202K ﹤0.01% 1336

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 $249M AUM 12.24% 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

OneDigital Investment Advisors's SMAX Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 11,514 shares — an estimated $288K sold.

OneDigital Investment Advisors first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $288K in Q1 2025. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • OneDigital Investment Advisors reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,514 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $288K.
  • OneDigital Investment Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $288K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.