SW
SMAX

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

SMART Wealth’s Portfolio SMAX Stock Details SMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,735
Closed -$850K – 173
2024
Q4 		$850K Buy
+33,735
New +$850K 0.3% 80