AE Wealth Management LLC
Position in SMAX — iShares Large Cap Max Buffer Sep ETF
CIK 1697723
TOPEKA, KS
All Filings in SMAX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAX | $109,137 | 4,069 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 SMAX | $122,671 | 4,551 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SMAX | $180,068 | 6,724 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 SMAX | $14,728,803 | 588,211 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 SMAX | $35,894,034 | 1,424,423 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||