Source Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Source Financial 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	$244K	Buy	+995	New	+$242K	0.07%	106

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

Source Financial Advisors's SMH Position: Q3 2024 in Review

Source Financial Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2024: 995 shares worth $244K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings.

880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

Source Financial Advisors held 995 shares of VanEck Semiconductor ETF worth $244K as of Q3 2024.
VanEck Semiconductor ETF was a new Source Financial Advisors position in Q3 2024.
VanEck Semiconductor ETF made up 0.07% of Source Financial Advisors's portfolio in Q3 2024, its #106 holding.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.