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SMAXSMAX
6 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES LARGE CAP MAX BUFFER SEP ETF

Creative Planning holds 13,994 shares of SMAX (ISHARES LARGE CAP MAX BUFFER SEP ETF), worth $389,943 as of 2026-Q2. SMAX represents 0.0% of Creative Planning's portfolio.

Current Value

$389,943

Current Shares

13,994

Total Value Change

+$39,533

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
13,994
0.0%
$389,9430.0%$27.87
0
2026-Q1
Unchanged
13,994
0.0%
$375,3480.0%$27.06
0
2025-Q4
Unchanged
13,994
0.0%
$377,2140.0%$26.98
0
2025-Q3
Unchanged
13,994
0.0%
$374,7590.0%$26.51
0
2025-Q2
Unchanged
13,994
0.0%
$364,4040.0%$25.76
0
2025-Q1
New
13,994
-
$350,4100.0%$24.76
33

Other major holders of SMAX: AE Wealth Management LLC, BlackRock, Inc., RAYMOND JAMES FINANCIAL INC

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