Avantax Planning Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Avantax Planning Partners’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	$854K	Buy	1,303 +314	+32%	+$171K	0.02%	213
2026 Q1	$379K	Buy	+989	New	+$393K	0.01%	313
2024 Q3	–	Sell	-1,702	Closed	-$444K	–	481
2024 Q2	$444K	Hold	1,702	–	–	0.01%	303
2024 Q1	$383K	Sell	1,702 -32	-2%	-$6.43K	0.01%	328
2023 Q4	$303K	Buy	+1,734	New	+$271K	0.01%	295

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

Avantax Planning Partners's SMH Position: Q2 2026 in Review

Avantax Planning Partners increased its VanEck Semiconductor ETF (SMH) stake by 32% in Q2 2026, buying an estimated $171K and bringing the position to 1,303 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #213.

Avantax Planning Partners first reported a position in SMH in Q4 2023 and has held it in 5 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Avantax Planning Partners held 1,303 shares of VanEck Semiconductor ETF worth $854K as of Q2 2026.
Avantax Planning Partners bought 314 VanEck Semiconductor ETF shares in Q2 2026, an estimated $171K.
VanEck Semiconductor ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #213 holding.
Avantax Planning Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 5 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.