TWM
SMAX

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

Tradition 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
Q2 		$573K Hold
22,005
– – 0.05% 246
2025
Q1 		$551K Buy
22,005
+2
+0% +$50 0.05% 239
2024
Q4 		$554K Buy
+22,003
New +$554K 0.05% 233