FAIM
SMH icon

Financial Advocates Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

Financial Advocates Investment 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
-6,107
Closed -$1.7M – 505
2025
Q2 		$1.7M Sell
6,107
-6,292
-51% -$1.46M 0.14% 149
2025
Q1 		$2.62M Sell
12,399
-4,265
-26% -$1.02M 0.18% 129
2024
Q4 		$4.04M Buy
16,664
+811
+5% +$201K 0.23% 92
2024
Q3 		$3.78M Buy
15,853
+2,928
+23% +$712K 0.21% 105
2024
Q2 		$3.37M Buy
12,925
+3,719
+40% +$872K 0.21% 106
2024
Q1 		$2.07M Buy
9,206
+1,763
+24% +$354K 0.12% 179
2023
Q4 		$1.3M Buy
7,443
+176
+2% +$27.5K 0.09% 237
2023
Q3 		$1.05M Sell
7,267
-408
-5% -$61.8K 0.08% 258
2023
Q2 		$1.17M Sell
7,675
-553
-7% -$74.7K 0.08% 241
2023
Q1 		$1.08M Buy
8,228
+4,294
+109% +$515K 0.08% 279
2022
Q4 		$399K Sell
3,934
-37,930
-91% -$3.86M 0.03% 493
2022
Q3 		$3.77M Buy
41,864
+38,186
+1,038% +$4.16M 0.31% 84
2022
Q2 		$375K Buy
3,678
+6
+0.2% +$697 0.03% 462
2022
Q1 		$495K Buy
3,672
+300
+9% +$41.1K 0.03% 441
2021
Q4 		$521K Buy
3,372
+6
+0.2% +$868 0.03% 479
2021
Q3 		$431K Hold
3,366
– – 0.03% 510
2021
Q2 		$441K Sell
3,366
-2
-0.1% -$247 0.03% 504
2021
Q1 		$410K Buy
3,368
+1,192
+55% +$141K 0.03% 530
2020
Q4 		$242K Buy
+2,176
New +$216K 0.02% 623

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 $445B AUM 25.58% 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 $1.81T AUM 41.13% 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 $66.2B AUM 46.3% 1-Year Est. Return

Financial Advocates Investment Management's SMH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of VanEck Semiconductor ETF (SMH) in Q3 2025, closing a stake of 6,107 shares — an estimated $1.7M sold.

Financial Advocates Investment Management first reported a position in SMH in Q4 2020 and held it in 19 quarters. The position peaked at $4.04M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining VanEck Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,107 VanEck Semiconductor ETF shares in Q3 2025, an estimated $1.7M.
  • Financial Advocates Investment Management first reported a position in VanEck Semiconductor ETF in Q4 2020 and held it in 19 quarters.
  • Financial Advocates Investment Management's VanEck Semiconductor ETF position peaked at $4.04M in Q4 2024.
  • 1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.