Advisor Resource Council’s VanEck Semiconductor ETF SMH Stock Holding History

Advisor Resource Council’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	$661K	Buy	1,723 +380	+28%	+$151K	0.21%	95
2025 Q4	$548K	Buy	+1,343	New	+$471K	0.19%	115
2025 Q3	–	Sell	-7,278	Closed	-$2.03M	–	156
2025 Q2	$2.03M	Buy	+7,278	New	+$1.69M	0.79%	19
2024 Q4	–	Sell	-13,704	Closed	-$3.36M	–	237
2024 Q3	$3.36M	Buy	13,704 +74	+0.5%	+$18K	1.52%	10
2024 Q2	$3.55K	Buy	13,630 +228	+2%	+$53.5K	0.01%	38
2024 Q1	$2.34M	Buy	+13,402	New	+$2.69M	0.99%	16
2023 Q4	–	Sell	-11,373	Closed	-$1.65M	–	521
2023 Q3	$1.65M	Sell	11,373 -218	-2%	-$33K	0.85%	19
2023 Q2	$1.76M	Buy	11,591 +3,617	+45%	+$489K	0.79%	19
2023 Q1	$1.02M	Buy	7,974 +4,818	+153%	+$578K	0.26%	104
2022 Q4	$320K	Buy	+3,156	New	+$321K	0.16%	114

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

Advisor Resource Council's SMH Position: Q1 2026 in Review

Advisor Resource Council increased its VanEck Semiconductor ETF (SMH) stake by 28% in Q1 2026, buying an estimated $151K and bringing the position to 1,723 shares worth $661K. The position accounts for 0.21% of the portfolio, ranked #95.

Advisor Resource Council first reported a position in SMH in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.36M in Q3 2024. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Advisor Resource Council held 1,723 shares of VanEck Semiconductor ETF worth $661K as of Q1 2026.
Advisor Resource Council bought 380 VanEck Semiconductor ETF shares in Q1 2026, an estimated $151K.
VanEck Semiconductor ETF made up 0.21% of Advisor Resource Council's portfolio in Q1 2026, its #95 holding.
Advisor Resource Council first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 10 quarters since.
Advisor Resource Council's VanEck Semiconductor ETF position peaked at $3.36M in Q3 2024.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.