Personal CFO Solutions’s VanEck Semiconductor ETF SMH Stock Holding History

Personal CFO Solutions’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	-1,115	Closed	-$274K	–	585
2024 Q3	$274K	Buy	1,115 +150	+16%	+$36.5K	0.04%	451
2024 Q2	$252K	Buy	+965	New	+$226K	0.04%	439

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 $377B AUM 19.32% 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

Personal CFO Solutions's SMH Position: Q4 2024 in Review

Personal CFO Solutions sold out of VanEck Semiconductor ETF (SMH) in Q4 2024, closing a stake of 1,115 shares — an estimated $274K sold.

Personal CFO Solutions first reported a position in SMH in Q2 2024 and held it in 2 quarters. The position peaked at $274K in Q3 2024. 970 funds tracked by Wall St. Rank hold SMH as of Q4 2024.

Personal CFO Solutions reported no remaining VanEck Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 1,115 VanEck Semiconductor ETF shares in Q4 2024, an estimated $274K.
Personal CFO Solutions first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 2 quarters.
Personal CFO Solutions's VanEck Semiconductor ETF position peaked at $274K in Q3 2024.
970 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.