JIM SAULNIER & ASSOCIATES, LLC
Position in SMAX — iShares Large Cap Max Buffer Sep ETF
CIK 2044420
FORT COLLINS, CO
All Filings in SMAX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAX | $969,373 | 36,141 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 SMAX | $974,180 | 36,141 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 SMAX | $975,006 | 36,408 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 SMAX | $950,251 | 36,492 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 SMAX | $931,688 | 37,208 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 SMAX | $935,210 | 37,113 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||