Gradient Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-428	Closed	-$112K	–	1116
2024 Q2	$112K	Hold	428	–	–	﹤0.01%	388
2024 Q1	$96.3K	Sell	428 -9	-2%	-$1.81K	﹤0.01%	357
2023 Q4	$76.4K	Buy	437 +9	+2%	+$1.41K	﹤0.01%	465
2023 Q3	$62.1K	Sell	428 -62	-13%	-$9.39K	﹤0.01%	461
2023 Q2	$74.6K	Hold	490	–	–	﹤0.01%	444
2023 Q1	$64.5K	Hold	490	–	–	﹤0.01%	447
2022 Q4	$49.7K	Sell	490 -210	-30%	-$21.3K	﹤0.01%	508
2022 Q3	$65K	Buy	700 +210	+43%	+$22.9K	﹤0.01%	437
2022 Q2	$50K	Hold	490	–	–	﹤0.01%	476
2022 Q1	$66K	Sell	490 -400	-45%	-$54.8K	﹤0.01%	429
2021 Q4	$137K	Buy	890 +202	+29%	+$29.2K	﹤0.01%	322
2021 Q3	$88K	Buy	688 +62	+10%	+$8.17K	﹤0.01%	391
2021 Q2	$82K	Hold	626	–	–	﹤0.01%	398
2021 Q1	$76K	Buy	+626	New	+$74.2K	﹤0.01%	406
2019 Q1	–	Sell	-80	Closed	-$3K	–	993
2018 Q4	$3K	Hold	80	–	–	﹤0.01%	791
2018 Q3	$4K	Buy	+80	New	+$4.25K	﹤0.01%	773

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Gradient Investments's SMH Position: Q3 2024 in Review

Gradient Investments sold out of VanEck Semiconductor ETF (SMH) in Q3 2024, closing a stake of 428 shares — an estimated $112K sold.

Gradient Investments first reported a position in SMH in Q3 2018 and held it in 16 quarters. The position peaked at $137K in Q4 2021. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

Gradient Investments reported no remaining VanEck Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 428 VanEck Semiconductor ETF shares in Q3 2024, an estimated $112K.
Gradient Investments first reported a position in VanEck Semiconductor ETF in Q3 2018 and held it in 16 quarters.
Gradient Investments's VanEck Semiconductor ETF position peaked at $137K in Q4 2021.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.