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 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

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

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

Apex Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 2.6% in Q2 2026, selling an estimated $51.3K and leaving 3,575 shares worth $2.34M. The position accounts for 1.43% of the portfolio, ranked #22.

Apex Wealth Management first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Apex Wealth Management held 3,575 shares of VanEck Semiconductor ETF worth $2.34M as of Q2 2026.
Apex Wealth Management sold 94 VanEck Semiconductor ETF shares in Q2 2026, an estimated $51.3K.
VanEck Semiconductor ETF made up 1.43% of Apex Wealth Management's portfolio in Q2 2026, its #22 holding.
Apex Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.