AWM
SMH icon

Avior Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Avior Wealth Management’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 		$2.8M Sell
4,597
-202
-4% -$116K 0.07% 211
2026
Q2 		$3.15M Sell
4,799
-23,942
-83% -$13.1M 0.08% 197
2026
Q1 		$11M Buy
28,741
+24,671
+606% +$9.8M 0.31% 73
2025
Q4 		$1.47M Buy
4,070
+63
+2% +$22.1K 0.05% 245
2025
Q3 		$1.31M Buy
4,007
+592
+17% +$175K 0.04% 255
2025
Q2 		$952K Sell
3,415
-216
-6% -$50.1K 0.03% 293
2025
Q1 		$768K Sell
3,631
-1,540
-30% -$369K 0.03% 317
2024
Q4 		$1.25M Buy
5,171
+118
+2% +$29.3K 0.05% 244
2024
Q3 		$1.24M Sell
5,053
-600
-11% -$146K 0.05% 245
2024
Q2 		$1.47M Sell
5,653
-1,022
-15% -$240K 0.06% 201
2024
Q1 		$1.5M Buy
+6,675
New +$1.34M 0.07% 206
2023
Q2 		– Sell
-254
Closed -$33.4K – 1662
2023
Q1 		$33.4K Hold
254
– – ﹤0.01% 861
2022
Q4 		$25.8K Buy
254
+4
+2% +$407 ﹤0.01% 721
2022
Q3 		$23K Hold
250
– – ﹤0.01% 724
2022
Q2 		$25K Hold
250
– – ﹤0.01% 653
2022
Q1 		$33K Buy
250
+50
+25% +$6.85K ﹤0.01% 649
2021
Q4 		$31K Buy
+200
New +$28.9K ﹤0.01% 640

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Avior Wealth Management's SMH Position: Q3 2026 in Review

Avior Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 4.2% in Q3 2026, selling an estimated $116K and leaving 4,597 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #211.

Avior Wealth Management first reported a position in SMH in Q4 2021 and has held it in 17 quarters since. The position peaked at $11M in Q1 2026. 139 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Avior Wealth Management held 4,597 shares of VanEck Semiconductor ETF worth $2.8M as of Q3 2026.
  • Avior Wealth Management sold 202 VanEck Semiconductor ETF shares in Q3 2026, an estimated $116K.
  • VanEck Semiconductor ETF made up 0.07% of Avior Wealth Management's portfolio in Q3 2026, its #211 holding.
  • Avior Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 17 quarters since.
  • Avior Wealth Management's VanEck Semiconductor ETF position peaked at $11M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.