BFWA
SMH icon

Benchmark Financial Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Benchmark Financial Wealth 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
Q1 		$351K Sell
916
-6
-0.7% -$2.38K 0.1% 95
2025
Q4 		$332K Buy
922
+66
+8% +$23.2K 0.1% 93
2025
Q3 		$280K Hold
856
– – 0.08% 93
2025
Q2 		$239K Buy
+856
New +$198K 0.08% 100
2025
Q1 		– Sell
-875
Closed -$212K – 106
2024
Q4 		$212K Buy
875
+15
+2% +$3.72K 0.07% 94
2024
Q3 		$211K Sell
860
-779
-48% -$189K 0.07% 95
2024
Q2 		$427K Buy
1,639
+283
+21% +$66.4K 0.16% 57
2024
Q1 		$305K Hold
1,356
– – 0.12% 65
2023
Q4 		$237K Buy
+1,356
New +$212K 0.1% 70
2023
Q3 		– Sell
-1,353
Closed -$206K – 72
2023
Q2 		$206K Buy
+1,353
New +$183K 0.1% 69

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return