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SMAXSMAX
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES LARGE CAP MAX BUFFER SEP ETF

AE Wealth Management LLC holds 3,915 shares of SMAX (ISHARES LARGE CAP MAX BUFFER SEP ETF), worth $109,098 as of 2026-Q2. The position was decreased (-3.8% shares). SMAX represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$109,098

Current Shares

3,915

Total Value Change

-$35.8M

Total Shares Change

-1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,915
-3.8%
$109,0980.0%$27.87
0
2026-Q1
Decreased
4,069
-10.6%
$109,1450.0%$27.06
0
2025-Q4
Decreased
4,551
-32.3%
$122,6690.0%$26.98
0
2025-Q3
New
6,724
-
$180,0710.0%$26.51
31
2025-Q2
Exited
0
-100.0%
$00.0%$25.76
0
2025-Q1
Decreased
588,211
-58.7%
$14.7M0.1%$24.76
0
2024-Q4
New
1.4M
-
$35.9M0.3%$25.02
48

Other major holders of SMAX: BlackRock, Inc., RAYMOND JAMES FINANCIAL INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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