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

Apex 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 Q3	$2.37M	Buy	3,889 +314	+9%	+$180K	1.39%	22
2026 Q2	$2.34M	Sell	3,575 -94	-3%	-$51.3K	1.43%	22
2026 Q1	$1.41M	Sell	3,669 -1,489	-29%	-$591K	0.97%	28
2025 Q4	$2.07M	Buy	5,158 +83	+2%	+$29.1K	2.1%	16
2025 Q3	$1.66M	Sell	5,075 -175	-3%	-$51.8K	1.18%	26
2025 Q2	$1.46M	Buy	+5,250	New	+$1.22M	1.17%	26

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Apex Wealth Management's SMH Position: Q3 2026 in Review

Apex Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 8.8% in Q3 2026, buying an estimated $180K and bringing the position to 3,889 shares worth $2.37M. The position accounts for 1.39% of the portfolio, ranked #22.

Apex Wealth Management first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. 1,076 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Apex Wealth Management held 3,889 shares of VanEck Semiconductor ETF worth $2.37M as of Q3 2026.
Apex Wealth Management bought 314 VanEck Semiconductor ETF shares in Q3 2026, an estimated $180K.
VanEck Semiconductor ETF made up 1.39% of Apex Wealth Management's portfolio in Q3 2026, its #22 holding.
Apex Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
1,076 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.