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	0.36%	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 $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Atria Wealth Solutions's SMH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its VanEck Semiconductor ETF (SMH) stake by 32% in Q2 2025, selling an estimated $6.22M and leaving 57,735 shares worth $16.1M. The position accounts for 0.36% of the portfolio, ranked #55.

Atria Wealth Solutions first reported a position in SMH in Q1 2022 and has held it in 14 quarters since. The position peaked at $22.5M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Atria Wealth Solutions held 57,735 shares of VanEck Semiconductor ETF worth $16.1M as of Q2 2025.
Atria Wealth Solutions sold 26,810 VanEck Semiconductor ETF shares in Q2 2025, an estimated $6.22M.
VanEck Semiconductor ETF made up 0.36% of Atria Wealth Solutions's portfolio in Q2 2025, its #55 holding.
Atria Wealth Solutions first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's VanEck Semiconductor ETF position peaked at $22.5M in Q4 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.