Sheaff Brock Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$324K	Sell	1,531 -53	-3%	-$12.7K	0.03%	321
2024 Q4	$384K	Sell	1,584 -59	-4%	-$14.6K	0.03%	296
2024 Q3	$403K	Buy	1,643 +17	+1%	+$4.13K	0.04%	289
2024 Q2	$424K	Sell	1,626 -262	-14%	-$61.4K	0.04%	269
2024 Q1	$425K	Buy	+1,888	New	+$380K	0.03%	304
2022 Q2	–	Sell	-1,556	Closed	-$210K	–	540
2022 Q1	$210K	Sell	1,556 -1,440	-48%	-$197K	0.01%	468
2021 Q4	$463K	Hold	2,996	–	–	0.03%	295
2021 Q3	$384K	Buy	2,996 +80	+3%	+$10.5K	0.03%	320
2021 Q2	$382K	Buy	2,916 +236	+9%	+$29.1K	0.03%	317
2021 Q1	$326K	Buy	2,680 +80	+3%	+$9.48K	0.03%	334
2020 Q4	$284K	Hold	2,600	–	–	0.02%	346
2020 Q3	$226K	Buy	+2,600	New	+$218K	0.02%	365

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

Sheaff Brock Investment Advisors's SMH Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 3.3% in Q1 2025, selling an estimated $12.7K and leaving 1,531 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #321.

Sheaff Brock Investment Advisors first reported a position in SMH in Q3 2020 and has held it in 12 quarters since. The position peaked at $463K in Q4 2021. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

Sheaff Brock Investment Advisors held 1,531 shares of VanEck Semiconductor ETF worth $324K as of Q1 2025.
Sheaff Brock Investment Advisors sold 53 VanEck Semiconductor ETF shares in Q1 2025, an estimated $12.7K.
VanEck Semiconductor ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #321 holding.
Sheaff Brock Investment Advisors first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 12 quarters since.
Sheaff Brock Investment Advisors's VanEck Semiconductor ETF position peaked at $463K in Q4 2021.
918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.