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

Connecticut 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	-1,577	Closed	-$440K	–	335
2025 Q2	$440K	Sell	1,577 -17	-1%	-$3.94K	0.02%	225
2025 Q1	$337K	Hold	1,594	–	–	0.02%	246
2024 Q4	$386K	Buy	1,594 +18	+1%	+$4.47K	0.02%	209
2024 Q3	$387K	Sell	1,576 -37	-2%	-$9K	0.02%	244
2024 Q2	$420K	Hold	1,613	–	–	0.02%	229
2024 Q1	$363K	Buy	1,613 +23	+1%	+$4.62K	0.02%	249
2023 Q4	$278K	Sell	1,590 -3	-0.2%	-$470	0.02%	272
2023 Q3	$231K	Sell	1,593 -630	-28%	-$95.4K	0.02%	266
2023 Q2	$338K	Sell	2,223 -175	-7%	-$23.6K	0.02%	192
2023 Q1	$316K	Buy	+2,398	New	+$288K	0.02%	188

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Connecticut Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q3 2025, closing a stake of 1,577 shares — an estimated $440K sold.

Connecticut Wealth Management first reported a position in SMH in Q1 2023 and held it in 10 quarters. The position peaked at $440K in Q2 2025. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

Connecticut Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
Connecticut Wealth Management sold 1,577 VanEck Semiconductor ETF shares in Q3 2025, an estimated $440K.
Connecticut Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2023 and held it in 10 quarters.
Connecticut Wealth Management's VanEck Semiconductor ETF position peaked at $440K in Q2 2025.
1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Connecticut Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.