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Arkadios Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Arkadios Wealth Advisors’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 		$5.56M Buy
8,476
+61
+0.7% +$33.3K 0.08% 244
2026
Q1 		$3.23M Sell
8,415
-255
-3% -$101K 0.05% 364
2025
Q4 		$3.12M Buy
8,670
+30
+0.3% +$10.5K 0.06% 323
2025
Q3 		$2.82M Sell
8,640
-999
-10% -$296K 0.07% 301
2025
Q2 		$2.69M Buy
9,639
+321
+3% +$74.4K 0.08% 270
2025
Q1 		$1.97M Buy
9,318
+2,620
+39% +$628K 0.07% 286
2024
Q4 		$1.62M Buy
6,698
+1,458
+28% +$362K 0.09% 221
2024
Q3 		$1.29M Buy
5,240
+2,667
+104% +$648K 0.07% 266
2024
Q2 		$671K Buy
2,573
+1,054
+69% +$247K 0.05% 380
2024
Q1 		$342K Sell
1,519
-119
-7% -$23.9K 0.03% 497
2023
Q4 		$286K Sell
1,638
-108
-6% -$16.9K 0.02% 541
2023
Q3 		$253K Buy
1,746
+23
+1% +$3.48K 0.02% 549
2023
Q2 		$262K Sell
1,723
-63
-4% -$8.51K 0.03% 484
2023
Q1 		$235K Buy
+1,786
New +$214K 0.03% 514
2022
Q2 		– Sell
-1,616
Closed -$218K – 602
2022
Q1 		$218K Sell
1,616
-106
-6% -$14.5K 0.03% 513
2021
Q4 		$266K Sell
1,722
-678
-28% -$98K 0.04% 481
2021
Q3 		$307K Buy
2,400
+38
+2% +$5K 0.04% 400
2021
Q2 		$309K Buy
2,362
+854
+57% +$105K 0.04% 443
2021
Q1 		$183K Buy
1,508
+686
+83% +$81.3K 0.03% 431
2020
Q4 		$89K Sell
822
-288
-26% -$28.5K 0.02% 457
2020
Q3 		$104K Buy
1,110
+500
+82% +$41.9K 0.05% 283
2020
Q2 		$49.1K Buy
610
+218
+56% +$15K 0.03% 380
2020
Q1 		$23K Hold
392
– – 0.01% 459
2019
Q4 		$29.7K Buy
+392
New +$25.7K 0.02% 389

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

Arkadios Wealth Advisors's SMH Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 0.72% in Q2 2026, buying an estimated $33.3K and bringing the position to 8,476 shares worth $5.56M. The position accounts for 0.08% of the portfolio, ranked #244.

Arkadios Wealth Advisors first reported a position in SMH in Q4 2019 and has held it in 24 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Arkadios Wealth Advisors held 8,476 shares of VanEck Semiconductor ETF worth $5.56M as of Q2 2026.
  • Arkadios Wealth Advisors bought 61 VanEck Semiconductor ETF shares in Q2 2026, an estimated $33.3K.
  • VanEck Semiconductor ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • Arkadios Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.