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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,475
Closed -$663K – 285
2025
Q1 		$663K Sell
26,475
-14,217
-35% -$360K 0.18% 108
2024
Q4 		$1.03M Buy
+40,692
New +$1.02M 0.29% 62

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 $173M AUM 15.36% 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 $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $6.31B AUM 20.77% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Outlook Wealth Advisors's SMAX Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 26,475 shares — an estimated $663K sold.

Outlook Wealth Advisors first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $1.03M in Q4 2024. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • Outlook Wealth Advisors reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 26,475 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $663K.
  • Outlook Wealth Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • Outlook Wealth Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $1.03M in Q4 2024.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.