Abound Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Abound Financial’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	$1.44M	Sell	2,198 -2	-0.1%	-$1.09K	0.57%	24
2026 Q1	$843K	Hold	2,200	–	–	0.37%	26
2025 Q4	$792K	Hold	2,200	–	–	0.31%	29
2025 Q3	$718K	Hold	2,200	–	–	0.29%	36
2025 Q2	$614K	Buy	2,200 +197	+10%	+$45.7K	0.27%	38
2025 Q1	$424K	Buy	2,003 +430	+27%	+$103K	0.21%	45
2024 Q4	$381K	Buy	+1,573	New	+$390K	0.19%	51

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

Abound Financial's SMH Position: Q2 2026 in Review

Abound Financial reduced its VanEck Semiconductor ETF (SMH) stake by 0.09% in Q2 2026, selling an estimated $1.09K and leaving 2,198 shares worth $1.44M. The position accounts for 0.57% of the portfolio, ranked #24.

Abound Financial first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Abound Financial held 2,198 shares of VanEck Semiconductor ETF worth $1.44M as of Q2 2026.
Abound Financial sold 2 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.09K.
VanEck Semiconductor ETF made up 0.57% of Abound Financial's portfolio in Q2 2026, its #24 holding.
Abound Financial first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.