Private Wealth Management Group’s VanEck Semiconductor ETF SMH Stock Holding History

Private Wealth Management 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 Q2	–	Sell	-11	Closed	-$2.34K	–	1586
2025 Q1	$2.34K	Hold	11	–	–	﹤0.01%	1003
2024 Q4	$2.68K	Hold	11	–	–	﹤0.01%	983
2024 Q3	$2.7K	Hold	11	–	–	﹤0.01%	960
2024 Q2	$2.87K	Hold	11	–	–	﹤0.01%	927
2024 Q1	$2.48K	Buy	11 +3	+38%	+$603	﹤0.01%	880
2023 Q4	$1.4K	Buy	+8	New	+$1.25K	﹤0.01%	1139

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

MMEA

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

Private Wealth Management Group's SMH Position: Q2 2025 in Review

Private Wealth Management Group sold out of VanEck Semiconductor ETF (SMH) in Q2 2025, closing a stake of 11 shares — an estimated $2.34K sold.

Private Wealth Management Group first reported a position in SMH in Q4 2023 and held it in 6 quarters. The position peaked at $2.87K in Q2 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Private Wealth Management Group reported no remaining VanEck Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 11 VanEck Semiconductor ETF shares in Q2 2025, an estimated $2.34K.
Private Wealth Management Group first reported a position in VanEck Semiconductor ETF in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's VanEck Semiconductor ETF position peaked at $2.87K in Q2 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.