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 Q2	$591K	Sell	900 -16	-2%	-$8.73K	0.15%	75
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Benchmark Financial Wealth Advisors's SMH Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 1.7% in Q2 2026, selling an estimated $8.73K and leaving 900 shares worth $591K. The position accounts for 0.15% of the portfolio, ranked #75.

Benchmark Financial Wealth Advisors first reported a position in SMH in Q2 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Benchmark Financial Wealth Advisors held 900 shares of VanEck Semiconductor ETF worth $591K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 16 VanEck Semiconductor ETF shares in Q2 2026, an estimated $8.73K.
VanEck Semiconductor ETF made up 0.15% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Benchmark Financial Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.