Balance Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Balance Wealth’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	$232K	Buy	+381	New	+$218K	0.06%	143

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Balance Wealth's SMH Position: Q3 2026 in Review

Balance Wealth opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 381 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings.

1,076 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Balance Wealth held 381 shares of VanEck Semiconductor ETF worth $232K as of Q3 2026.
VanEck Semiconductor ETF was a new Balance Wealth position in Q3 2026.
VanEck Semiconductor ETF made up 0.06% of Balance Wealth's portfolio in Q3 2026, its #143 holding.
1,076 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.