Advyzon Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

Advyzon Investment 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 Q2	$13.6M	Sell	20,784 -20,514	-50%	-$11.2M	0.99%	18
2026 Q1	$15.8M	Buy	41,298 +19,485	+89%	+$7.74M	1.42%	8
2025 Q4	$7.86M	Sell	21,813 -990	-4%	-$347K	0.91%	22
2025 Q3	$7.44M	Buy	22,803 +12,959	+132%	+$3.84M	1.28%	11
2025 Q2	$2.75M	Buy	+9,844	New	+$2.28M	0.61%	38
2025 Q1	–	Sell	-1,527	Closed	-$370K	–	303
2024 Q4	$370K	Buy	+1,527	New	+$379K	0.14%	132

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Advyzon Investment Management's SMH Position: Q2 2026 in Review

Advyzon Investment Management reduced its VanEck Semiconductor ETF (SMH) stake by 50% in Q2 2026, selling an estimated $11.2M and leaving 20,784 shares worth $13.6M. The position accounts for 0.99% of the portfolio, ranked #18.

Advyzon Investment Management first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.8M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Advyzon Investment Management held 20,784 shares of VanEck Semiconductor ETF worth $13.6M as of Q2 2026.
Advyzon Investment Management sold 20,514 VanEck Semiconductor ETF shares in Q2 2026, an estimated $11.2M.
VanEck Semiconductor ETF made up 0.99% of Advyzon Investment Management's portfolio in Q2 2026, its #18 holding.
Advyzon Investment Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's VanEck Semiconductor ETF position peaked at $15.8M in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.