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 Q3	$1.28M	Sell	2,095 -81	-4%	-$46.4K	0.08%	75
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%	+$9.6K	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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Armstrong Advisory Group's SMH Position: Q3 2026 in Review

Armstrong Advisory Group reduced its VanEck Semiconductor ETF (SMH) stake by 3.7% in Q3 2026, selling an estimated $46.4K and leaving 2,095 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #75.

Armstrong Advisory Group first reported a position in SMH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q2 2026. 527 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Armstrong Advisory Group held 2,095 shares of VanEck Semiconductor ETF worth $1.28M as of Q3 2026.
Armstrong Advisory Group sold 81 VanEck Semiconductor ETF shares in Q3 2026, an estimated $46.4K.
VanEck Semiconductor ETF made up 0.08% of Armstrong Advisory Group's portfolio in Q3 2026, its #75 holding.
Armstrong Advisory Group first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's VanEck Semiconductor ETF position peaked at $1.43M in Q2 2026.
527 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.