Platte River Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Platte River 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
2024 Q3	$459K	Buy	1,870 +105	+6%	+$25.5K	0.12%	66
2024 Q2	$460K	Sell	1,765 -300	-15%	-$70.3K	0.13%	65
2024 Q1	$465K	Hold	2,065	–	–	0.13%	64
2023 Q4	$361K	Buy	+2,065	New	+$323K	0.12%	76

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Platte River Wealth Advisors's SMH Position: Q3 2024 in Review

Platte River Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 5.9% in Q3 2024, buying an estimated $25.5K and bringing the position to 1,870 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #66.

Platte River Wealth Advisors first reported a position in SMH in Q4 2023 and has held it in 4 quarters since. The position peaked at $465K in Q1 2024. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

Platte River Wealth Advisors held 1,870 shares of VanEck Semiconductor ETF worth $459K as of Q3 2024.
Platte River Wealth Advisors bought 105 VanEck Semiconductor ETF shares in Q3 2024, an estimated $25.5K.
VanEck Semiconductor ETF made up 0.12% of Platte River Wealth Advisors's portfolio in Q3 2024, its #66 holding.
Platte River Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 4 quarters since.
Platte River Wealth Advisors's VanEck Semiconductor ETF position peaked at $465K in Q1 2024.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.