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 Q3	$3.65M	Buy	5,991 +552	+10%	+$316K	0.79%	37
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Accel Wealth Management's SMH Position: Q3 2026 in Review

Accel Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 10% in Q3 2026, buying an estimated $316K and bringing the position to 5,991 shares worth $3.65M. The position accounts for 0.79% of the portfolio, ranked #37.

Accel Wealth Management first reported a position in SMH in Q1 2021 and has held it in 16 quarters since. 1,233 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Accel Wealth Management held 5,991 shares of VanEck Semiconductor ETF worth $3.65M as of Q3 2026.
Accel Wealth Management bought 552 VanEck Semiconductor ETF shares in Q3 2026, an estimated $316K.
VanEck Semiconductor ETF made up 0.79% of Accel Wealth Management's portfolio in Q3 2026, its #37 holding.
Accel Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 16 quarters since.
1,233 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.