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

Capital Advisors 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
2022 Q2	–	Sell	-3,356	Closed	-$453K	–	126
2022 Q1	$453K	Sell	3,356 -1,234	-27%	-$169K	0.14%	74
2021 Q4	$709K	Buy	+4,590	New	+$664K	0.22%	61

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Capital Advisors Wealth Management's SMH Position: Q2 2022 in Review

Capital Advisors Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q2 2022, closing a stake of 3,356 shares — an estimated $453K sold.

Capital Advisors Wealth Management first reported a position in SMH in Q4 2021 and held it in 2 quarters. The position peaked at $709K in Q4 2021. 422 funds tracked by Wall St. Rank hold SMH as of Q2 2022.

Capital Advisors Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisors Wealth Management sold 3,356 VanEck Semiconductor ETF shares in Q2 2022, an estimated $453K.
Capital Advisors Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and held it in 2 quarters.
Capital Advisors Wealth Management's VanEck Semiconductor ETF position peaked at $709K in Q4 2021.
422 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2022.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.