Atlas Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Atlas Financial Advisors’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,017	Closed	-$250K	–	51
2024 Q3	$250K	Sell	1,017 -98	-9%	-$23.8K	0.39%	31
2024 Q2	$291K	Sell	1,115 -210	-16%	-$49.2K	0.48%	25
2024 Q1	$298K	Sell	1,325 -224	-14%	-$45K	0.46%	24
2023 Q4	$271K	Sell	1,549 -1,395	-47%	-$218K	0.44%	25
2023 Q3	$427K	Buy	2,944 +1,527	+108%	+$231K	0.33%	24
2023 Q2	$216K	Sell	1,417 -177	-11%	-$23.9K	0.3%	27
2023 Q1	$210K	Buy	+1,594	New	+$191K	0.28%	25
2022 Q2	–	Sell	-1,574	Closed	-$212K	–	23
2022 Q1	$212K	Buy	+1,574	New	+$216K	0.21%	24

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Atlas Financial Advisors's SMH Position: Q4 2024 in Review

Atlas Financial Advisors sold out of VanEck Semiconductor ETF (SMH) in Q4 2024, closing a stake of 1,017 shares — an estimated $250K sold.

Atlas Financial Advisors first reported a position in SMH in Q1 2022 and held it in 8 quarters. The position peaked at $427K in Q3 2023. 970 funds tracked by Wall St. Rank hold SMH as of Q4 2024.

Atlas Financial Advisors reported no remaining VanEck Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Atlas Financial Advisors sold 1,017 VanEck Semiconductor ETF shares in Q4 2024, an estimated $250K.
Atlas Financial Advisors first reported a position in VanEck Semiconductor ETF in Q1 2022 and held it in 8 quarters.
Atlas Financial Advisors's VanEck Semiconductor ETF position peaked at $427K in Q3 2023.
970 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.