Spire Wealth Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History
Bought
Maintained
Sold
Other funds holding SMAX
Spire Wealth Management's SMAX Position: Q3 2026 in Review
Spire Wealth Management increased its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.01% in Q3 2026, buying an estimated $28 and bringing the position to 7,197 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #752.
Spire Wealth Management first reported a position in SMAX in Q4 2024 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.
- Spire Wealth Management held 7,197 shares of iShares Large Cap Max Buffer Sep ETF worth $205K as of Q3 2026.
- Spire Wealth Management bought 1 iShares Large Cap Max Buffer Sep ETF share in Q3 2026, an estimated $28.
- iShares Large Cap Max Buffer Sep ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #752 holding.
- Spire Wealth Management first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 5 quarters since.
- 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.
Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.