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JGIA
Jackson Grant Investment Advisers’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Jackson Grant Investment Advisers’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
2026
Q1
$28.1K
Hold
73
–
–
0.01%
240
2025
Q4
$26.4K
Hold
73
–
–
0.01%
242
2025
Q3
$23.9K
Hold
73
–
–
0.01%
244
2025
Q2
$20.4K
Hold
73
–
–
0.01%
229
2025
Q1
$15.5K
Hold
73
–
–
0.01%
239
2024
Q4
$17.7K
Hold
73
–
–
0.01%
232
2024
Q3
$17.9K
Hold
73
–
–
0.01%
241
2024
Q2
$19K
Hold
73
–
–
0.01%
234
2024
Q1
$16.4K
Hold
73
–
–
0.01%
234
2023
Q4
$12.8K
Sell
73
-162
-69%
-$25.4K
0.01%
243
2023
Q3
$34K
Hold
235
–
–
0.02%
188
2023
Q2
$35.7K
Buy
235
+11
+5%
+$1.49K
0.02%
189
2023
Q1
$29.6K
Hold
224
–
–
0.01%
225
2022
Q4
$22.8K
Hold
224
–
–
0.01%
242
2022
Q3
$21K
Hold
224
–
–
0.01%
252
2022
Q2
$23K
Hold
224
–
–
0.01%
255
2022
Q1
$30K
Buy
+224
New
+$30.7K
0.01%
253
2021
Q4
–
Sell
-218
Closed
-$28K
–
294
2021
Q3
$28K
Buy
218
+40
+22%
+$5.27K
0.01%
264
2021
Q2
$23K
Buy
+178
New
+$22K
0.01%
280
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
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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