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AWM
Activest Wealth Management’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Activest 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
Q1
$213K
Sell
557
-426
-43%
-$169K
0.04%
146
2025
Q4
$354K
Buy
983
+505
+106%
+$177K
0.07%
109
2025
Q3
$156K
Sell
478
-176
-27%
-$52.1K
0.03%
152
2025
Q2
$182K
Buy
654
+336
+106%
+$77.9K
0.04%
104
2025
Q1
$67.2K
Sell
318
-224
-41%
-$53.7K
0.02%
166
2024
Q4
$131K
Sell
542
-2,043
-79%
-$507K
0.04%
105
2024
Q3
$634K
Buy
2,585
+1,983
+329%
+$482K
0.2%
50
2024
Q2
$157K
Sell
602
-434
-42%
-$102K
0.05%
96
2024
Q1
$233K
Buy
1,036
+896
+640%
+$180K
0.11%
54
2023
Q4
$24.5K
Sell
140
-75
-35%
-$11.7K
0.01%
133
2023
Q3
$31.2K
Buy
+215
New
+$32.6K
0.02%
116
2023
Q2
–
Sell
-892
Closed
-$116K
–
400
2023
Q1
$116K
Sell
892
-1,320
-60%
-$158K
0.07%
50
2022
Q4
$224K
Buy
2,212
+8
+0.4%
+$813
0.07%
79
2022
Q3
$204K
Buy
2,204
+592
+37%
+$64.5K
0.07%
85
2022
Q2
$164K
Hold
1,612
–
–
0.12%
51
2022
Q1
$217K
Sell
1,612
-1,974
-55%
-$270K
0.14%
49
2021
Q4
$554K
Buy
3,586
+10
+0.3%
+$1.45K
0.34%
38
2021
Q3
$458K
Buy
3,576
+1,252
+54%
+$165K
0.3%
40
2021
Q2
$305K
Buy
2,324
+194
+9%
+$24K
0.23%
40
2021
Q1
$259K
Buy
+2,130
New
+$252K
0.21%
47
Other funds holding SMH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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