Ashton Thomas Private Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Ashton Thomas Private Wealth’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	$4.69M	Sell	7,149 -5,588	-44%	-$3.05M	0.1%	212
2026 Q1	$4.88M	Buy	12,737 +102	+0.8%	+$40.5K	0.12%	195
2025 Q4	$4.55M	Buy	12,635 +489	+4%	+$172K	0.11%	189
2025 Q3	$3.96M	Sell	12,146 -1,555	-11%	-$460K	0.1%	212
2025 Q2	$3.82M	Buy	13,701 +8,687	+173%	+$2.01M	0.13%	173
2025 Q1	$1.06M	Buy	+5,014	New	+$1.2M	0.04%	363
2024 Q3	–	Sell	-392	Closed	-$102K	–	1643
2024 Q2	$102K	Buy	+392	New	+$91.9K	0.01%	744
2023 Q1	–	Sell	-16,454	Closed	-$1.67M	–	518
2022 Q4	$1.67M	Buy	+16,454	New	+$1.67M	0.17%	166

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

Ashton Thomas Private Wealth's SMH Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 44% in Q2 2026, selling an estimated $3.05M and leaving 7,149 shares worth $4.69M. The position accounts for 0.1% of the portfolio, ranked #212.

Ashton Thomas Private Wealth first reported a position in SMH in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.88M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Ashton Thomas Private Wealth held 7,149 shares of VanEck Semiconductor ETF worth $4.69M as of Q2 2026.
Ashton Thomas Private Wealth sold 5,588 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.05M.
VanEck Semiconductor ETF made up 0.1% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #212 holding.
Ashton Thomas Private Wealth first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 8 quarters since.
Ashton Thomas Private Wealth's VanEck Semiconductor ETF position peaked at $4.88M in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.