CreativeOne Wealth LLC Invests $1.15 Million in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)

CreativeOne Wealth LLC purchased a new position in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 45,638 shares of the company’s stock, valued at approximately $1,150,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SMAX. Spire Wealth Management bought a new position in iShares Large Cap Max Buffer Sep ETF during the 4th quarter worth approximately $60,000. JPMorgan Chase & Co. bought a new position in iShares Large Cap Max Buffer Sep ETF during the fourth quarter worth $62,000. Investment Partners Asset Management Inc. acquired a new position in iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $205,000. Envestnet Asset Management Inc. acquired a new position in iShares Large Cap Max Buffer Sep ETF in the fourth quarter worth $244,000. Finally, Allie Family Office LLC bought a new stake in iShares Large Cap Max Buffer Sep ETF during the fourth quarter valued at $252,000.

iShares Large Cap Max Buffer Sep ETF Stock Performance

iShares Large Cap Max Buffer Sep ETF stock opened at $24.87 on Thursday. iShares Large Cap Max Buffer Sep ETF has a 1 year low of $24.50 and a 1 year high of $25.60. The firm’s 50-day moving average is $25.17 and its 200-day moving average is $25.21.

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.