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Beacon Pointe Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Beacon Pointe Advisors’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 		$20.7M Buy
31,603
+6,125
+24% +$3.34M 0.1% 200
2026
Q1 		$9.77M Buy
25,478
+8,356
+49% +$3.32M 0.05% 323
2025
Q4 		$6.17M Sell
17,122
-1,199
-7% -$421K 0.04% 337
2025
Q3 		$5.98M Sell
18,321
-7,430
-29% -$2.2M 0.05% 315
2025
Q2 		$7.18M Sell
25,751
-2,293
-8% -$532K 0.07% 235
2025
Q1 		$5.93M Sell
28,044
-1,947
-6% -$467K 0.07% 263
2024
Q4 		$7.26M Sell
29,991
-1,913
-6% -$475K 0.08% 210
2024
Q3 		$7.83M Buy
31,904
+4,531
+17% +$1.1M 0.09% 199
2024
Q2 		$7.14M Buy
27,373
+909
+3% +$213K 0.08% 208
2024
Q1 		$5.95M Sell
26,464
-2,486
-9% -$500K 0.07% 254
2023
Q4 		$5.06M Sell
28,950
-1,776
-6% -$278K 0.06% 285
2023
Q3 		$4.45M Buy
30,726
+3,763
+14% +$570K 0.06% 294
2023
Q2 		$4.11M Sell
26,963
-543
-2% -$73.4K 0.07% 244
2023
Q1 		$3.62M Buy
27,506
+668
+2% +$80.1K 0.06% 271
2022
Q4 		$2.72M Buy
26,838
+7,050
+36% +$717K 0.05% 300
2022
Q3 		$1.84M Sell
19,788
-4,012
-17% -$437K 0.04% 333
2022
Q2 		$2.42M Buy
23,800
+1,360
+6% +$158K 0.05% 295
2022
Q1 		$3.03M Buy
22,440
+6,822
+44% +$934K 0.04% 359
2021
Q4 		$2.41M Sell
15,618
-488
-3% -$70.6K 0.06% 232
2021
Q3 		$2.06M Buy
16,106
+3,882
+32% +$511K 0.05% 278
2021
Q2 		$1.6M Buy
+12,224
New +$1.51M 0.06% 255

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Beacon Pointe Advisors's SMH Position: Q2 2026 in Review

Beacon Pointe Advisors increased its VanEck Semiconductor ETF (SMH) stake by 24% in Q2 2026, buying an estimated $3.34M and bringing the position to 31,603 shares worth $20.7M. The position accounts for 0.1% of the portfolio, ranked #200.

Beacon Pointe Advisors first reported a position in SMH in Q2 2021 and has held it in 21 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Beacon Pointe Advisors held 31,603 shares of VanEck Semiconductor ETF worth $20.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 6,125 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.34M.
  • VanEck Semiconductor ETF made up 0.1% of Beacon Pointe Advisors's portfolio in Q2 2026, its #200 holding.
  • Beacon Pointe Advisors first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.