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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,735
Closed -$850K – 173
2024
Q4 		$850K Buy
+33,735
New +$849K 0.3% 80

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

SMART Wealth's SMAX Position: Q1 2025 in Review

SMART Wealth sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q1 2025, closing a stake of 33,735 shares — an estimated $850K sold.

SMART Wealth first reported a position in SMAX in Q4 2024 and held it in 1 quarter. The position peaked at $850K in Q4 2024. 38 funds tracked by Wall St. Rank hold SMAX as of Q1 2025.

  • SMART Wealth reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q1 2025 after selling out during the quarter.
  • SMART Wealth sold 33,735 iShares Large Cap Max Buffer Sep ETF shares in Q1 2025, an estimated $850K.
  • SMART Wealth first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and held it in 1 quarter.
  • SMART Wealth's iShares Large Cap Max Buffer Sep ETF position peaked at $850K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.