SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / SMH

Edmonds Duncan Registered Investment Advisors, LLC’s Vaneck Etf Trust Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Vaneck Etf Trust (SMH)? Not currently — the last reported position was 30.6K shares worth $8M in Q1 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$8M
Q1 2023
Shares
30.6K
% of Portfolio
+2.49%
Quarters Held
6
position exited

Position History SMH

Reported value by quarter
Q4 ’21: $5MQ4 ’21Q1 ’22: $5MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’22: $5MQ3 ’22Q4 ’22: $6MQ4 ’22Q1 ’23: $8MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202330.6K$8M+2.49%
Q4 202230.7K$6M+2.03%
Q3 202226.6K$5M+1.74%
Q2 202224.9K$5M+1.74%
Q1 202218.5K$5M+1.45%
Q4 202117.2K$5M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of SMH.