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 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	–	1667
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

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return