Rothwell Investment Advisors, LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$61.4K	Buy	+101	New	+$57.9K	0.03%	383

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SMH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 101 shares worth $61.4K. The stake represents 0.03% of the portfolio and ranks #383 among its holdings.

947 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Rothwell Investment Advisors, LLC held 101 shares of VanEck Semiconductor ETF worth $61.4K as of Q3 2026.
VanEck Semiconductor ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
VanEck Semiconductor ETF made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #383 holding.
947 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.