AA
SMH icon

Advisory Alpha’s VanEck Semiconductor ETF SMH Stock Holding History

Advisory Alpha’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 		$1.28M Buy
3,327
+419
+14% +$166K 0.03% 164
2025
Q4 		$1.05M Buy
2,908
+263
+10% +$92.3K 0.03% 186
2025
Q3 		$895K Sell
2,645
-31
-1% -$9.18K 0.02% 202
2025
Q2 		$746K Buy
2,676
+204
+8% +$47.3K 0.02% 208
2025
Q1 		$523K Sell
2,472
-37
-1% -$8.87K 0.02% 241
2024
Q4 		$608K Buy
2,509
+307
+14% +$76.2K 0.02% 207
2024
Q3 		$541K Buy
2,202
+220
+11% +$53.5K 0.02% 223
2024
Q2 		$517K Buy
1,982
+106
+6% +$24.9K 0.02% 206
2024
Q1 		$422K Buy
1,876
+274
+17% +$55.1K 0.02% 237
2023
Q4 		$280K Buy
1,602
+69
+5% +$10.8K 0.01% 270
2023
Q3 		$222K Sell
1,533
-67
-4% -$10.1K 0.01% 276
2023
Q2 		$244K Sell
1,600
-84
-5% -$11.3K 0.01% 285
2023
Q1 		$222K Buy
+1,684
New +$202K 0.01% 259

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
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