Armis Advisers’s VanEck Semiconductor ETF SMH Stock Holding History

Armis Advisers’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	$468K	Buy	775 +163	+27%	+$88.9K	0.04%	280
2026 Q1	$350K	Buy	612 +58	+10%	+$23K	0.03%	320
2025 Q4	$213K	Buy	+554	New	+$194K	0.02%	407

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

Armis Advisers's SMH Position: Q2 2026 in Review

Armis Advisers increased its VanEck Semiconductor ETF (SMH) stake by 27% in Q2 2026, buying an estimated $88.9K and bringing the position to 775 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #280.

Armis Advisers first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Armis Advisers held 775 shares of VanEck Semiconductor ETF worth $468K as of Q2 2026.
Armis Advisers bought 163 VanEck Semiconductor ETF shares in Q2 2026, an estimated $88.9K.
VanEck Semiconductor ETF made up 0.04% of Armis Advisers's portfolio in Q2 2026, its #280 holding.
Armis Advisers first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.