Avantax Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History

Avantax Advisory Services’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
2025 Q2	$14.8M	Buy	52,924 +969	+2%	+$225K	0.08%	193
2025 Q1	$11M	Buy	51,955 +13,042	+34%	+$3.13M	0.07%	222
2024 Q4	$9.42M	Sell	38,913 -107	-0.3%	-$26.5K	0.06%	238
2024 Q3	$9.58M	Buy	39,020 +1,420	+4%	+$345K	0.06%	226
2024 Q2	$9.8M	Buy	37,600 +4,907	+15%	+$1.15M	0.07%	211
2024 Q1	$7.36M	Buy	32,693 +15,643	+92%	+$3.15M	0.07%	227
2023 Q4	$2.98M	Buy	17,050 +4,010	+31%	+$628K	0.03%	402
2023 Q3	$1.89M	Sell	13,040 -1,012	-7%	-$153K	0.02%	477
2023 Q2	$2.14M	Sell	14,052 -610	-4%	-$82.4K	0.02%	435
2023 Q1	$1.93M	Sell	14,662 -1,806	-11%	-$217K	0.02%	452
2022 Q4	$1.67M	Sell	16,468 -628	-4%	-$63.8K	0.02%	472
2022 Q3	$1.58M	Buy	17,096 +38	+0.2%	+$4.14K	0.02%	429
2022 Q2	$1.74M	Sell	17,058 -894	-5%	-$104K	0.03%	407
2022 Q1	$2.42M	Buy	17,952 +10,660	+146%	+$1.46M	0.03%	337
2021 Q4	$1.13M	Buy	7,292 +1,360	+23%	+$197K	0.02%	506
2021 Q3	$762K	Buy	+5,932	New	+$781K	0.01%	568
2020 Q4	–	Sell	-5,718	Closed	-$497K	–	1297
2020 Q3	$497K	Buy	+5,718	New	+$479K	0.01%	786

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Avantax Advisory Services's SMH Position: Q2 2025 in Review

Avantax Advisory Services increased its VanEck Semiconductor ETF (SMH) stake by 1.9% in Q2 2025, buying an estimated $225K and bringing the position to 52,924 shares worth $14.8M. The position accounts for 0.08% of the portfolio, ranked #193.

Avantax Advisory Services first reported a position in SMH in Q3 2020 and has held it in 17 quarters since. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Avantax Advisory Services held 52,924 shares of VanEck Semiconductor ETF worth $14.8M as of Q2 2025.
Avantax Advisory Services bought 969 VanEck Semiconductor ETF shares in Q2 2025, an estimated $225K.
VanEck Semiconductor ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #193 holding.
Avantax Advisory Services first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 17 quarters since.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.