AWM
SMH icon

AE Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

AE 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
Q2 		$33.1M Buy
50,409
+18,561
+58% +$10.1M 0.15% 133
2026
Q1 		$12.2M Buy
31,848
+9,119
+40% +$3.62M 0.07% 269
2025
Q4 		$8.19M Sell
22,729
-23,710
-51% -$8.32M 0.05% 318
2025
Q3 		$15.2M Sell
46,439
-3,070
-6% -$909K 0.1% 217
2025
Q2 		$13.8M Buy
49,509
+31,089
+169% +$7.21M 0.1% 212
2025
Q1 		$3.9M Buy
18,420
+1,709
+10% +$410K 0.03% 392
2024
Q4 		$4.05M Sell
16,711
-19,405
-54% -$4.81M 0.03% 379
2024
Q3 		$8.86M Buy
36,116
+18,517
+105% +$4.5M 0.08% 247
2024
Q2 		$4.59M Buy
17,599
+6,216
+55% +$1.46M 0.05% 346
2024
Q1 		$2.56M Sell
11,383
-72,591
-86% -$14.6M 0.03% 442
2023
Q4 		$15.8M Buy
83,974
+44,874
+115% +$7.02M 0.08% 284
2023
Q3 		$5.67M Buy
39,100
+1,901
+5% +$288K 0.03% 513
2023
Q2 		$5.66M Buy
37,199
+9,639
+35% +$1.3M 0.03% 506
2023
Q1 		$3.63M Buy
27,560
+3,972
+17% +$476K 0.02% 600
2022
Q4 		$2.39M Sell
23,588
-2,894
-11% -$294K 0.02% 682
2022
Q3 		$2.45M Sell
26,482
-7,848
-23% -$856K 0.02% 635
2022
Q2 		$3.5M Sell
34,330
-49,888
-59% -$5.79M 0.03% 490
2022
Q1 		$11.4M Buy
84,218
+53,332
+173% +$7.3M 0.08% 257
2021
Q4 		$4.77M Buy
30,886
+18,772
+155% +$2.71M 0.03% 427
2021
Q3 		$1.55M Buy
12,114
+1,580
+15% +$208K 0.01% 732
2021
Q2 		$1.38M Buy
10,534
+6,242
+145% +$771K 0.01% 734
2021
Q1 		$523K Sell
4,292
-454
-10% -$53.8K 0.01% 1012
2020
Q4 		$518K Buy
4,746
+1,418
+43% +$141K 0.01% 947
2020
Q3 		$290K Sell
3,328
-16,132
-83% -$1.35M ﹤0.01% 1054
2020
Q2 		$1.49M Buy
+19,460
New +$1.34M 0.02% 495

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

AE Wealth Management's SMH Position: Q2 2026 in Review

AE Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 58% in Q2 2026, buying an estimated $10.1M and bringing the position to 50,409 shares worth $33.1M. The position accounts for 0.15% of the portfolio, ranked #133.

AE Wealth Management first reported a position in SMH in Q2 2020 and has held it in 25 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • AE Wealth Management held 50,409 shares of VanEck Semiconductor ETF worth $33.1M as of Q2 2026.
  • AE Wealth Management bought 18,561 VanEck Semiconductor ETF shares in Q2 2026, an estimated $10.1M.
  • VanEck Semiconductor ETF made up 0.15% of AE Wealth Management's portfolio in Q2 2026, its #133 holding.
  • AE Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.