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

Axxcess 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	$229K	Buy	+349	New	+$190K	﹤0.01%	960
2026 Q1	–	Sell	-1,628	Closed	-$586K	–	895
2025 Q4	$586K	Buy	+1,628	New	+$571K	0.01%	655
2024 Q3	–	Sell	-2,570	Closed	-$670K	–	941
2024 Q2	$670K	Buy	2,570 +903	+54%	+$212K	0.02%	464
2024 Q1	$375K	Buy	1,667 +202	+14%	+$40.6K	0.01%	608
2023 Q4	$256K	Sell	1,465 -713	-33%	-$112K	0.01%	701
2023 Q3	$316K	Sell	2,178 -661	-23%	-$100K	0.01%	586
2023 Q2	$432K	Sell	2,839 -305	-10%	-$41.2K	0.03%	381
2023 Q1	$414K	Buy	+3,144	New	+$377K	0.03%	409
2022 Q1	–	Sell	-2,672	Closed	-$413K	–	696
2021 Q4	$413K	Buy	+2,672	New	+$386K	0.03%	403

Other funds holding SMH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's SMH Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 349 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SMH as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SMH in Q4 2021 and has held it in 9 quarters since. The position peaked at $670K in Q2 2024. 957 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Axxcess Wealth Management held 349 shares of VanEck Semiconductor ETF worth $229K as of Q2 2026.
VanEck Semiconductor ETF was a new Axxcess Wealth Management position in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #960 holding.
Axxcess Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 9 quarters since.
Axxcess Wealth Management's VanEck Semiconductor ETF position peaked at $670K in Q2 2024.
957 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.