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

BBJS 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 Q3	$132K	Hold	536	–	–	0.05%	56
2024 Q2	$140K	Hold	536	–	–	0.05%	52
2024 Q1	$121K	Sell	536 -1	-0.2%	-$201	0.04%	55
2023 Q4	$93.8K	Sell	537 -90	-14%	-$14.1K	0.03%	58
2023 Q3	$90.9K	Sell	627 -12	-2%	-$1.82K	0.03%	60
2023 Q2	$97.3K	Sell	639 -22,969	-97%	-$3.1M	0.04%	57
2023 Q1	$3.11M	Sell	23,608 -5,100	-18%	-$612K	1.27%	21
2022 Q4	$2.91M	Buy	+28,708	New	+$2.92M	1.31%	22

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

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

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

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

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

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

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

MMEA

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BBJS Financial Advisors's SMH Position: Q3 2024 in Review

BBJS Financial Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q3 2024 at 536 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #56.

BBJS Financial Advisors first reported a position in SMH in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.11M in Q1 2023. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

BBJS Financial Advisors held 536 shares of VanEck Semiconductor ETF worth $132K as of Q3 2024.
BBJS Financial Advisors left its VanEck Semiconductor ETF share count unchanged in Q3 2024.
VanEck Semiconductor ETF made up 0.05% of BBJS Financial Advisors's portfolio in Q3 2024, its #56 holding.
BBJS Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's VanEck Semiconductor ETF position peaked at $3.11M in Q1 2023.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.