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

Abound 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	$541K	Buy	825 +11	+1%	+$6K	0.11%	52
2026 Q1	$312K	Hold	814	–	–	0.07%	64
2025 Q4	$293K	Sell	814 -34	-4%	-$11.9K	0.07%	67
2025 Q3	$277K	Buy	848 +34	+4%	+$10.1K	0.07%	64
2025 Q2	$227K	Hold	814	–	–	0.06%	69
2025 Q1	$172K	Hold	814	–	–	0.06%	76
2024 Q4	$197K	Hold	814	–	–	0.06%	68
2024 Q3	$200K	Buy	+814	New	+$198K	0.07%	64
2024 Q2	–	Sell	-9	Closed	-$2.02K	–	1294
2024 Q1	$2.02K	Buy	9 +4	+80%	+$804	﹤0.01%	681
2023 Q4	$875	Buy	+5	New	+$783	﹤0.01%	802

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 Wealth Management's SMH Position: Q2 2026 in Review

Abound Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 1.4% in Q2 2026, buying an estimated $6K and bringing the position to 825 shares worth $541K. The position accounts for 0.11% of the portfolio, ranked #52.

Abound Wealth Management first reported a position in SMH in Q4 2023 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Abound Wealth Management held 825 shares of VanEck Semiconductor ETF worth $541K as of Q2 2026.
Abound Wealth Management bought 11 VanEck Semiconductor ETF shares in Q2 2026, an estimated $6K.
VanEck Semiconductor ETF made up 0.11% of Abound Wealth Management's portfolio in Q2 2026, its #52 holding.
Abound Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.