SAW
SMAX

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

Signal Advisors Wealth’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
Q4 		– Sell
-9,853
Closed -$264K – 539
2025
Q3 		$264K Sell
9,853
-2,840
-22% -$75.1K 0.02% 386
2025
Q2 		$331K Buy
+12,693
New +$322K 0.03% 359

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Signal Advisors Wealth's SMAX Position: Q4 2025 in Review

Signal Advisors Wealth sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q4 2025, closing a stake of 9,853 shares — an estimated $264K sold.

Signal Advisors Wealth first reported a position in SMAX in Q2 2025 and held it in 2 quarters. The position peaked at $331K in Q2 2025. 32 funds tracked by Wall St. Rank hold SMAX as of Q4 2025.

  • Signal Advisors Wealth reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q4 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 9,853 iShares Large Cap Max Buffer Sep ETF shares in Q4 2025, an estimated $264K.
  • Signal Advisors Wealth first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2025 and held it in 2 quarters.
  • Signal Advisors Wealth's iShares Large Cap Max Buffer Sep ETF position peaked at $331K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q4 2025.

Based on Signal Advisors Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.