Apexium Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Apexium Financial’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
2025 Q3	$18.1M	Buy	55,420 +4,809	+10%	+$1.42M	0.88%	17
2025 Q2	$14.1M	Buy	50,611 +8,815	+21%	+$2.04M	0.75%	20
2025 Q1	$8.84M	Buy	41,796 +6,574	+19%	+$1.58M	0.53%	32
2024 Q4	$8.53M	Buy	35,222 +5,497	+18%	+$1.36M	0.52%	27
2024 Q3	$7.3M	Buy	29,725 +1,014	+4%	+$247K	0.48%	30
2024 Q2	$7.48M	Buy	28,711 +2,467	+9%	+$579K	0.53%	27
2024 Q1	$5.9M	Buy	26,244 +3,133	+14%	+$630K	0.45%	32
2023 Q4	$4.04M	Buy	23,111 +1,168	+5%	+$183K	0.29%	46
2023 Q3	$3.18M	Buy	21,943 +533	+2%	+$80.7K	0.32%	43
2023 Q2	$3.26M	Buy	21,410 +2,064	+11%	+$279K	0.29%	41
2023 Q1	$2.55M	Buy	19,346 +3,628	+23%	+$435K	0.25%	45
2022 Q4	$1.59M	Buy	15,718 +2,148	+16%	+$218K	0.17%	62
2022 Q3	$1.26M	Buy	+13,570	New	+$1.48M	0.16%	66

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Apexium Financial's SMH Position: Q3 2025 in Review

Apexium Financial increased its VanEck Semiconductor ETF (SMH) stake by 9.5% in Q3 2025, buying an estimated $1.42M and bringing the position to 55,420 shares worth $18.1M. The position accounts for 0.88% of the portfolio, ranked #17.

Apexium Financial first reported a position in SMH in Q3 2022 and has held it in 13 quarters since. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

Apexium Financial held 55,420 shares of VanEck Semiconductor ETF worth $18.1M as of Q3 2025.
Apexium Financial bought 4,809 VanEck Semiconductor ETF shares in Q3 2025, an estimated $1.42M.
VanEck Semiconductor ETF made up 0.88% of Apexium Financial's portfolio in Q3 2025, its #17 holding.
Apexium Financial first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 13 quarters since.
1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.