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

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return