Q1WB
SMAX

Quest 10 Wealth Builders’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Quest 10 Wealth Builders’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
-615
Closed -$15.4K – 813
2025
Q1 		$15.4K Sell
615
-5,051
-89% -$128K 0.02% 312
2024
Q4 		$143K Buy
+5,666
New +$143K 0.14% 109

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 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 $205M AUM 10.53% 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 $1.17B AUM 29.21% 1-Year Est. Return

Quest 10 Wealth Builders's SMAX Position: Q2 2025 in Review

Quest 10 Wealth Builders sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2025, closing a stake of 615 shares — an estimated $15.4K sold.

Quest 10 Wealth Builders first reported a position in SMAX in Q4 2024 and held it in 2 quarters. The position peaked at $143K in Q4 2024. 25 funds tracked by Wall St. Rank hold SMAX as of Q2 2025.

  • Quest 10 Wealth Builders reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 615 iShares Large Cap Max Buffer Sep ETF shares in Q2 2025, an estimated $15.4K.
  • Quest 10 Wealth Builders first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 2 quarters.
  • Quest 10 Wealth Builders's iShares Large Cap Max Buffer Sep ETF position peaked at $143K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2025, filed 20 Oct 2025.