Tounjian Advisory Partners’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-15,128
Closed -$379K 248
2025
Q2
$379K Sell
15,128
-770
-5% -$19.5K 0.07% 207
2025
Q1
$398K Buy
+15,898
New +$403K 0.07% 203

Other funds holding SMAX

Tounjian Advisory Partners's SMAX Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q3 2025, closing a stake of 15,128 shares — an estimated $379K sold.

Tounjian Advisory Partners first reported a position in SMAX in Q1 2025 and held it in 2 quarters. The position peaked at $398K in Q1 2025. 26 funds tracked by Wall St. Rank hold SMAX as of Q3 2025.

  • Tounjian Advisory Partners reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q3 2025 after selling out during the quarter.
  • Tounjian Advisory Partners sold 15,128 iShares Large Cap Max Buffer Sep ETF shares in Q3 2025, an estimated $379K.
  • Tounjian Advisory Partners first reported a position in iShares Large Cap Max Buffer Sep ETF in Q1 2025 and held it in 2 quarters.
  • Tounjian Advisory Partners's iShares Large Cap Max Buffer Sep ETF position peaked at $398K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.