Ulland Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Ulland 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
2024 Q3	–	Sell	-62	Closed	-$16K	–	225
2024 Q2	$16K	Hold	62	–	–	0.01%	153
2024 Q1	$14K	Buy	+62	New	+$12.5K	0.01%	167

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

Ulland Investment Advisors's SMH Position: Q3 2024 in Review

Ulland Investment Advisors sold out of VanEck Semiconductor ETF (SMH) in Q3 2024, closing a stake of 62 shares — an estimated $16K sold.

Ulland Investment Advisors first reported a position in SMH in Q1 2024 and held it in 2 quarters. The position peaked at $16K in Q2 2024. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

Ulland Investment Advisors reported no remaining VanEck Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Ulland Investment Advisors sold 62 VanEck Semiconductor ETF shares in Q3 2024, an estimated $16K.
Ulland Investment Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and held it in 2 quarters.
Ulland Investment Advisors's VanEck Semiconductor ETF position peaked at $16K in Q2 2024.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on Ulland Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.