Financial Life Planners’s VanEck Semiconductor ETF SMH Stock Holding History

Financial Life Planners’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 Q1	–	Sell	-77	Closed	-$18.7K	–	325
2024 Q4	$18.7K	Buy	+77	New	+$19.1K	0.02%	213

Other funds holding SMH

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MMEA

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

Financial Life Planners's SMH Position: Q1 2025 in Review

Financial Life Planners sold out of VanEck Semiconductor ETF (SMH) in Q1 2025, closing a stake of 77 shares — an estimated $18.7K sold.

Financial Life Planners first reported a position in SMH in Q4 2024 and held it in 1 quarter. The position peaked at $18.7K in Q4 2024. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

Financial Life Planners reported no remaining VanEck Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 77 VanEck Semiconductor ETF shares in Q1 2025, an estimated $18.7K.
Financial Life Planners first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 1 quarter.
Financial Life Planners's VanEck Semiconductor ETF position peaked at $18.7K in Q4 2024.
918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.