PA
SMAX

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

Pineridge 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
Q1 		– Sell
-171
Closed -$4.31K – 681
2024
Q4 		$4.31K Buy
+171
New +$4.3K ﹤0.01% 400

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pineridge Advisors's SMAX Position: Q1 2025 in Review

Pineridge Advisors sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q1 2025, closing a stake of 171 shares — an estimated $4.31K sold.

Pineridge Advisors first reported a position in SMAX in Q4 2024 and held it in 1 quarter. The position peaked at $4.31K in Q4 2024. 38 funds tracked by Wall St. Rank hold SMAX as of Q1 2025.

  • Pineridge Advisors reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 171 iShares Large Cap Max Buffer Sep ETF shares in Q1 2025, an estimated $4.31K.
  • Pineridge Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 1 quarter.
  • Pineridge Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $4.31K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.