OWA
SMAX

Outlook Wealth Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Outlook Wealth Advisors’s Portfolio SMAX Stock Details SMAX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,475
Closed -$663K – 285
2025
Q1 		$663K Sell
26,475
-14,217
-35% -$356K 0.18% 108
2024
Q4 		$1.03M Buy
+40,692
New +$1.03M 0.29% 62