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Armstrong Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

Armstrong Advisory Group’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 		$1.43M Buy
2,176
+552
+34% +$301K 0.09% 74
2026
Q1 		$623K Hold
1,624
– – 0.04% 122
2025
Q4 		$585K Buy
1,624
+29
+2% +$10.2K 0.04% 129
2025
Q3 		$520K Buy
1,595
+88
+6% +$26.1K 0.04% 130
2025
Q2 		$420K Buy
1,507
+606
+67% +$141K 0.03% 137
2025
Q1 		$218K Hold
901
– – 0.02% 179
2024
Q4 		$218K Buy
901
+261
+41% +$64.8K 0.02% 179
2024
Q3 		$157K Hold
640
– – 0.01% 218
2024
Q2 		$167K Buy
640
+41
+7% +$9.61K 0.01% 201
2024
Q1 		$105K Hold
599
– – 0.01% 246
2023
Q4 		$105K Buy
599
+151
+34% +$23.6K 0.01% 246
2023
Q3 		$65K Hold
448
– – 0.01% 300
2023
Q2 		$68.2K Hold
448
– – 0.01% 295
2023
Q1 		$59K Buy
448
+150
+50% +$18K 0.01% 300
2022
Q4 		$30.2K Buy
+298
New +$30.3K ﹤0.01% 414

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Armstrong Advisory Group's SMH Position: Q2 2026 in Review

Armstrong Advisory Group increased its VanEck Semiconductor ETF (SMH) stake by 34% in Q2 2026, buying an estimated $301K and bringing the position to 2,176 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #74.

Armstrong Advisory Group first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. 248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Armstrong Advisory Group held 2,176 shares of VanEck Semiconductor ETF worth $1.43M as of Q2 2026.
  • Armstrong Advisory Group bought 552 VanEck Semiconductor ETF shares in Q2 2026, an estimated $301K.
  • VanEck Semiconductor ETF made up 0.09% of Armstrong Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Armstrong Advisory Group first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
  • 248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.