PSFG
SMH icon

Park Square Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Park Square Financial Group’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
-1,423
Closed -$397K – 839
2025
Q2 		$397K Sell
1,423
-37
-3% -$8.58K 0.29% 59
2025
Q1 		$309K Sell
1,460
-185
-11% -$44.3K 0.25% 56
2024
Q4 		$398K Buy
+1,645
New +$408K 0.28% 48

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

Park Square Financial Group's SMH Position: Q3 2025 in Review

Park Square Financial Group sold out of VanEck Semiconductor ETF (SMH) in Q3 2025, closing a stake of 1,423 shares — an estimated $397K sold.

Park Square Financial Group first reported a position in SMH in Q4 2024 and held it in 3 quarters. The position peaked at $398K in Q4 2024. 1,063 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

  • Park Square Financial Group reported no remaining VanEck Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 1,423 VanEck Semiconductor ETF shares in Q3 2025, an estimated $397K.
  • Park Square Financial Group first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's VanEck Semiconductor ETF position peaked at $398K in Q4 2024.
  • 1,063 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.