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CarsonAllaria Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-20
Closed -$5.58K – 292
2025
Q2 		$5.58K Hold
20
– – ﹤0.01% 281
2025
Q1 		$4.23K Hold
20
– – ﹤0.01% 298
2024
Q4 		$4.84K Buy
+20
New +$4.96K ﹤0.01% 287

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CarsonAllaria Wealth Management's SMH Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q3 2025, closing a stake of 20 shares — an estimated $5.58K sold.

CarsonAllaria Wealth Management first reported a position in SMH in Q4 2024 and held it in 3 quarters. The position peaked at $5.58K in Q2 2025. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 20 VanEck Semiconductor ETF shares in Q3 2025, an estimated $5.58K.
  • CarsonAllaria Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's VanEck Semiconductor ETF position peaked at $5.58K in Q2 2025.
  • 1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.