SWM
SMAX

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

Spire Wealth Management’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
-2,368
Closed -$59.7K – 2596
2024
Q4 		$59.7K Buy
+2,368
New +$59.7K ﹤0.01% 1218