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AWS
Atria Wealth Solutions’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Atria Wealth Solutions’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
2025
Q2
$16.1M
Sell
57,735
-26,810
-32%
-$6.22M
0.37%
55
2025
Q1
$17.9M
Sell
84,545
-8,266
-9%
-$1.98M
0.22%
96
2024
Q4
$22.5M
Buy
92,811
+10,279
+12%
+$2.55M
0.25%
84
2024
Q3
$20.3M
Sell
82,532
-3,148
-4%
-$765K
0.22%
96
2024
Q2
$22.3M
Buy
85,680
+26,688
+45%
+$6.26M
0.25%
83
2024
Q1
$13.3M
Buy
58,992
+25,432
+76%
+$5.11M
0.15%
147
2023
Q4
$5.87M
Buy
33,560
+3,643
+12%
+$570K
0.07%
269
2023
Q3
$4.34M
Sell
29,917
-328
-1%
-$49.7K
0.06%
323
2023
Q2
$4.6M
Buy
30,245
+6,029
+25%
+$815K
0.06%
307
2023
Q1
$3.19M
Sell
24,216
-2,956
-11%
-$354K
0.05%
395
2022
Q4
$2.76M
Sell
27,172
-2,662
-9%
-$271K
0.04%
406
2022
Q3
$2.76M
Buy
29,834
+878
+3%
+$95.7K
0.05%
378
2022
Q2
$2.95M
Sell
28,956
-1,358
-4%
-$158K
0.06%
344
2022
Q1
$4.09M
Buy
+30,314
New
+$4.15M
0.07%
295
Other funds holding SMH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
MMEA
Main Management ETF Advisors
San Francisco, California
$2.68B AUM
24.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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