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

Accel 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	$3.57M	Buy	5,439 +794	+17%	+$433K	0.8%	35
2026 Q1	$1.78M	Buy	4,645 +941	+25%	+$374K	0.46%	57
2025 Q4	$1.33M	Buy	3,704 +860	+30%	+$302K	0.36%	69
2025 Q3	$928K	Buy	+2,844	New	+$842K	0.27%	89
2024 Q4	–	Sell	-8,928	Closed	-$2.19M	–	264
2024 Q3	$2.19M	Buy	8,928 +109	+1%	+$26.5K	0.82%	31
2024 Q2	$2.3M	Buy	8,819 +654	+8%	+$153K	0.92%	28
2024 Q1	$1.84M	Buy	8,165 +1,639	+25%	+$330K	0.78%	35
2023 Q4	$1.14M	Buy	6,526 +379	+6%	+$59.3K	0.57%	47
2023 Q3	$891K	Buy	6,147 +180	+3%	+$27.3K	0.5%	60
2023 Q2	$908K	Buy	5,967 +1,917	+47%	+$259K	0.5%	60
2023 Q1	$533K	Buy	+4,050	New	+$486K	0.22%	101
2022 Q1	–	Sell	-70	Closed	-$11K	–	964
2021 Q4	$11K	Hold	70	–	–	0.01%	706
2021 Q3	$9K	Hold	70	–	–	0.01%	667
2021 Q2	$9K	Hold	70	–	–	0.01%	717
2021 Q1	$9K	Buy	+70	New	+$8.29K	0.01%	679

Other funds holding SMH

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Accel Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 17% in Q2 2026, buying an estimated $433K and bringing the position to 5,439 shares worth $3.57M. The position accounts for 0.8% of the portfolio, ranked #35.

Accel Wealth Management first reported a position in SMH in Q1 2021 and has held it in 15 quarters since. 656 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Accel Wealth Management held 5,439 shares of VanEck Semiconductor ETF worth $3.57M as of Q2 2026.
Accel Wealth Management bought 794 VanEck Semiconductor ETF shares in Q2 2026, an estimated $433K.
VanEck Semiconductor ETF made up 0.8% of Accel Wealth Management's portfolio in Q2 2026, its #35 holding.
Accel Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 15 quarters since.
656 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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