Advance Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Advance Capital 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	$449K	Buy	1,171 +35	+3%	+$13.9K	0.02%	113
2025 Q4	$409K	Sell	1,136 -113	-9%	-$39.6K	0.02%	112
2025 Q3	$408K	Buy	1,249 +63	+5%	+$18.7K	0.02%	114
2025 Q2	$331K	Hold	1,186	–	–	0.02%	123
2025 Q1	$251K	Hold	1,186	–	–	0.01%	134
2024 Q4	$287K	Buy	1,186 +285	+32%	+$70.7K	0.01%	119
2024 Q3	$221K	Hold	901	–	–	0.01%	137
2024 Q2	$235K	Sell	901 -59	-6%	-$13.8K	0.01%	133
2024 Q1	$216K	Buy	+960	New	+$193K	0.02%	141

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 $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Advance Capital Management's SMH Position: Q1 2026 in Review

Advance Capital Management increased its VanEck Semiconductor ETF (SMH) stake by 3.1% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,171 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #113.

Advance Capital Management first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,298 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Advance Capital Management held 1,171 shares of VanEck Semiconductor ETF worth $449K as of Q1 2026.
Advance Capital Management bought 35 VanEck Semiconductor ETF shares in Q1 2026, an estimated $13.9K.
VanEck Semiconductor ETF made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #113 holding.
Advance Capital Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
1,298 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.