RWPA
SMAX

Richard W. Paul & Associates’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Richard W. Paul & Associates’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
-33
Closed -$832 – 519
2024
Q4 		$832 Buy
+33
New +$830 ﹤0.01% 471

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

Richard W. Paul & Associates's SMAX Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q1 2025, closing a stake of 33 shares — an estimated $832 sold.

Richard W. Paul & Associates first reported a position in SMAX in Q4 2024 and held it in 1 quarter. The position peaked at $832 in Q4 2024. 38 funds tracked by Wall St. Rank hold SMAX as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 33 iShares Large Cap Max Buffer Sep ETF shares in Q1 2025, an estimated $832.
  • Richard W. Paul & Associates first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 1 quarter.
  • Richard W. Paul & Associates's iShares Large Cap Max Buffer Sep ETF position peaked at $832 in Q4 2024.
  • 38 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.