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Joseph Group Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Joseph Group Capital 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
-260
Closed -$72.5K – 108
2025
Q2 		$72.5K Hold
260
– – 0.02% 68
2025
Q1 		$55K Hold
260
– – 0.02% 69
2024
Q4 		$63K Buy
+260
New +$64.5K 0.02% 66

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Joseph Group Capital Management's SMH Position: Q3 2025 in Review

Joseph Group Capital Management sold out of VanEck Semiconductor ETF (SMH) in Q3 2025, closing a stake of 260 shares — an estimated $72.5K sold.

Joseph Group Capital Management first reported a position in SMH in Q4 2024 and held it in 3 quarters. The position peaked at $72.5K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

  • Joseph Group Capital Management reported no remaining VanEck Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 260 VanEck Semiconductor ETF shares in Q3 2025, an estimated $72.5K.
  • Joseph Group Capital Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 3 quarters.
  • Joseph Group Capital Management's VanEck Semiconductor ETF position peaked at $72.5K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Joseph Group Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.