Able Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Able Wealth Management’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 Q2	$2.6M	Sell	3,959 -1,740	-31%	-$949K	0.6%	38
2026 Q1	$2.18M	Sell	5,699 -4,604	-45%	-$1.83M	0.58%	39
2025 Q4	$3.71M	Buy	10,303 +497	+5%	+$174K	1.17%	26
2025 Q3	$3.2M	Buy	9,806 +3,231	+49%	+$957K	1.2%	26
2025 Q2	$1.83M	Buy	6,575 +966	+17%	+$224K	0.92%	31
2025 Q1	$1.19M	Buy	5,609 +876	+19%	+$210K	0.7%	34
2024 Q4	$1.15M	Buy	4,733 +1,366	+41%	+$339K	0.75%	33
2024 Q3	$827K	Sell	3,367 -958	-22%	-$233K	0.63%	38
2024 Q2	$1.13M	Buy	4,325 +3,098	+252%	+$726K	0.93%	27
2024 Q1	$276K	Buy	+1,227	New	+$247K	0.24%	66

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Able Wealth Management's SMH Position: Q2 2026 in Review

Able Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 31% in Q2 2026, selling an estimated $949K and leaving 3,959 shares worth $2.6M. The position accounts for 0.6% of the portfolio, ranked #38.

Able Wealth Management first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.71M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Able Wealth Management held 3,959 shares of VanEck Semiconductor ETF worth $2.6M as of Q2 2026.
Able Wealth Management sold 1,740 VanEck Semiconductor ETF shares in Q2 2026, an estimated $949K.
VanEck Semiconductor ETF made up 0.6% of Able Wealth Management's portfolio in Q2 2026, its #38 holding.
Able Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
Able Wealth Management's VanEck Semiconductor ETF position peaked at $3.71M in Q4 2025.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.