Capital A Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Capital A Wealth Management’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	–	Sell	-231	Closed	-$48.9K	–	767
2025 Q1	$48.9K	Sell	231 -67	-22%	-$16.1K	0.05%	152
2024 Q4	$72.2K	Buy	+298	New	+$73.9K	0.12%	129

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 $206B AUM 31.61% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

MMEA

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

Capital A Wealth Management's SMH Position: Q2 2025 in Review

Capital A Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q2 2025, closing a stake of 231 shares — an estimated $48.9K sold.

Capital A Wealth Management first reported a position in SMH in Q4 2024 and held it in 2 quarters. The position peaked at $72.2K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Capital A Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 231 VanEck Semiconductor ETF shares in Q2 2025, an estimated $48.9K.
Capital A Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's VanEck Semiconductor ETF position peaked at $72.2K in Q4 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.