Amplius Wealth Advisors LLC Buys Shares of 50,101 iShares Large Cap Max Buffer Sep ETF $SMAX

Amplius Wealth Advisors LLC bought a new stake in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 50,101 shares of the company’s stock, valued at approximately $1,305,000. Amplius Wealth Advisors LLC owned about 1.44% of iShares Large Cap Max Buffer Sep ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Fifth Third Bancorp acquired a new stake in iShares Large Cap Max Buffer Sep ETF in the 2nd quarter valued at approximately $34,000. OneDigital Investment Advisors LLC grew its holdings in iShares Large Cap Max Buffer Sep ETF by 43.7% in the 1st quarter. OneDigital Investment Advisors LLC now owns 11,514 shares of the company’s stock valued at $288,000 after buying an additional 3,500 shares during the last quarter. Client First Capital LLC acquired a new stake in iShares Large Cap Max Buffer Sep ETF in the 1st quarter valued at approximately $4,681,000. Goldman Sachs Group Inc. acquired a new stake in iShares Large Cap Max Buffer Sep ETF in the 1st quarter valued at approximately $425,000. Finally, OLD Mission Capital LLC grew its holdings in iShares Large Cap Max Buffer Sep ETF by 91.2% in the 1st quarter. OLD Mission Capital LLC now owns 20,579 shares of the company’s stock valued at $515,000 after buying an additional 9,815 shares during the last quarter.

iShares Large Cap Max Buffer Sep ETF Trading Up 1.8%

Shares of SMAX stock opened at $26.96 on Friday. The stock has a 50 day moving average of $26.75 and a two-hundred day moving average of $26.12. iShares Large Cap Max Buffer Sep ETF has a 12 month low of $24.50 and a 12 month high of $26.33.

iShares Large Cap Max Buffer Sep ETF Profile

The iShares Large Cap Max Buffer Sep ETF (SMAX) is an exchange-traded fund that is based on the S&P 500 index. The fund seeks to track the price return of the iShares Core S&P 500 ETF (IVV) up to a cap, with 100% downside hedge over a one-year outcome period. The actively managed fund obtains exposure by holding IVV shares and options SMAX was launched on Sep 30, 2024 and is issued by BlackRock.