Safeguard Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Safeguard Financial’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 Q1	$858K	Buy	4,059 +1,801	+80%	+$432K	0.19%	41
2024 Q4	$547K	Buy	2,258 +210	+10%	+$52.1K	0.12%	63
2024 Q3	$503K	Sell	2,048 -586	-22%	-$142K	0.12%	65
2024 Q2	$687K	Buy	2,634 +237	+10%	+$55.6K	0.19%	52
2024 Q1	$539K	Sell	2,397 -224	-9%	-$45K	0.18%	48
2023 Q4	$458K	Buy	2,621 +244	+10%	+$38.2K	0.17%	47
2023 Q3	$345K	Hold	2,377	–	–	0.17%	52
2023 Q2	$361K	Buy	2,377 +51	+2%	+$6.89K	0.17%	47
2023 Q1	$306K	Buy	+2,326	New	+$279K	0.19%	53

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

MMEA

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

Safeguard Financial's SMH Position: Q1 2025 in Review

Safeguard Financial increased its VanEck Semiconductor ETF (SMH) stake by 80% in Q1 2025, buying an estimated $432K and bringing the position to 4,059 shares worth $858K. The position accounts for 0.19% of the portfolio, ranked #41.

Safeguard Financial first reported a position in SMH in Q1 2023 and has held it in 9 quarters since. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

Safeguard Financial held 4,059 shares of VanEck Semiconductor ETF worth $858K as of Q1 2025.
Safeguard Financial bought 1,801 VanEck Semiconductor ETF shares in Q1 2025, an estimated $432K.
VanEck Semiconductor ETF made up 0.19% of Safeguard Financial's portfolio in Q1 2025, its #41 holding.
Safeguard Financial first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 9 quarters since.
918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.