Lowe Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Lowe Wealth Advisors’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	$153K	Sell	470 -14	-3%	-$4.14K	0.06%	70
2025 Q2	$135K	Buy	484 +13	+3%	+$3.01K	0.05%	76
2025 Q1	$99.6K	Sell	471 -1,478	-76%	-$354K	0.04%	91
2024 Q4	$472K	Sell	1,949 -565	-22%	-$140K	0.2%	34
2024 Q3	$617K	Sell	2,514 -1,706	-40%	-$415K	0.27%	31
2024 Q2	$1.1M	Sell	4,220 -200	-5%	-$46.9K	0.5%	20
2024 Q1	$994K	Sell	4,420 -55	-1%	-$11.1K	0.46%	23
2023 Q4	$783K	Buy	4,475 +5	+0.1%	+$783	0.39%	22
2023 Q3	$648K	Sell	4,470 -25	-0.6%	-$3.79K	0.34%	23
2023 Q2	$684K	Sell	4,495 -45	-1%	-$6.08K	0.35%	24
2023 Q1	$597K	Sell	4,540 -690	-13%	-$82.7K	0.32%	23
2022 Q4	$531K	Sell	5,230 -730	-12%	-$74.2K	0.29%	30
2022 Q3	$552K	Sell	5,960 -1,390	-19%	-$152K	0.32%	27
2022 Q2	$749K	Sell	7,350 -850	-10%	-$98.7K	0.41%	22
2022 Q1	$1.11M	Sell	8,200 -540	-6%	-$74K	0.5%	23
2021 Q4	$1.35M	Buy	8,740 +10	+0.1%	+$1.45K	0.59%	21
2021 Q3	$1.12M	Sell	8,730 -300	-3%	-$39.5K	0.53%	22
2021 Q2	$1.18M	Sell	9,030 -240	-3%	-$29.6K	0.57%	19
2021 Q1	$1.13M	Buy	9,270 +110	+1%	+$13K	0.57%	20
2020 Q4	$1M	Buy	9,160 +180	+2%	+$17.8K	0.51%	19
2020 Q3	$782K	Buy	8,980 +20	+0.2%	+$1.68K	0.43%	18
2020 Q2	$685K	Buy	8,960 +8,860	+8,860%	+$609K	0.4%	19
2020 Q1	$6K	Buy	+100	New	+$6.74K	﹤0.01%	183

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 $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Lowe Wealth Advisors's SMH Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 2.9% in Q3 2025, selling an estimated $4.14K and leaving 470 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #70.

Lowe Wealth Advisors first reported a position in SMH in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2021. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

Lowe Wealth Advisors held 470 shares of VanEck Semiconductor ETF worth $153K as of Q3 2025.
Lowe Wealth Advisors sold 14 VanEck Semiconductor ETF shares in Q3 2025, an estimated $4.14K.
VanEck Semiconductor ETF made up 0.06% of Lowe Wealth Advisors's portfolio in Q3 2025, its #70 holding.
Lowe Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2020 and has held it in 23 quarters since.
Lowe Wealth Advisors's VanEck Semiconductor ETF position peaked at $1.35M in Q4 2021.
1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.