Householder Group Estate & Retirement Specialist’s VanEck Semiconductor ETF SMH Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-654	Closed	-$160K	–	1117
2024 Q3	$160K	Sell	654 -7,244	-92%	-$1.76M	0.05%	289
2024 Q2	$2.06M	Sell	7,898 -743	-9%	-$174K	0.58%	32
2024 Q1	$1.94M	Buy	+8,641	New	+$1.74M	0.58%	36
2023 Q4	–	Sell	-12,999	Closed	-$1.88M	–	1311
2023 Q3	$1.88M	Buy	+12,999	New	+$1.97M	0.68%	29
2023 Q1	$396K	Buy	+3,006	New	+$360K	0.15%	131

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMEA

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

Householder Group Estate & Retirement Specialist's SMH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of VanEck Semiconductor ETF (SMH) in Q4 2024, closing a stake of 654 shares — an estimated $160K sold.

Householder Group Estate & Retirement Specialist first reported a position in SMH in Q1 2023 and held it in 5 quarters. The position peaked at $2.06M in Q2 2024. 970 funds tracked by Wall St. Rank hold SMH as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining VanEck Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 654 VanEck Semiconductor ETF shares in Q4 2024, an estimated $160K.
Householder Group Estate & Retirement Specialist first reported a position in VanEck Semiconductor ETF in Q1 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's VanEck Semiconductor ETF position peaked at $2.06M in Q2 2024.
970 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.