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

Bullock 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	$63.9K	Sell	103 -115	-53%	-$62.7K	0.03%	259
2026 Q1	$85.4K	Buy	218 +51	+31%	+$20.3K	0.04%	227
2025 Q4	$60.1K	Hold	167	–	–	0.03%	249
2025 Q3	$55.7K	Buy	167 +1	+0.6%	+$296	0.03%	251
2025 Q2	$45.8K	Buy	166 +36	+28%	+$8.35K	0.02%	251
2025 Q1	$27.6K	Hold	130	–	–	0.02%	280
2024 Q4	$31.5K	Sell	130 -30	-19%	-$7.44K	0.02%	279
2024 Q3	$38.2K	Hold	160	–	–	0.02%	263
2024 Q2	$41.8K	Sell	160 -34	-18%	-$7.97K	0.03%	249
2024 Q1	$44.2K	Buy	+194	New	+$39K	0.03%	252

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

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

Bullock Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 53% in Q2 2026, selling an estimated $62.7K and leaving 103 shares worth $63.9K. The position accounts for 0.03% of the portfolio, ranked #259.

Bullock Wealth Management first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. The position peaked at $85.4K in Q1 2026. 1,559 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Bullock Wealth Management held 103 shares of VanEck Semiconductor ETF worth $63.9K as of Q2 2026.
Bullock Wealth Management sold 115 VanEck Semiconductor ETF shares in Q2 2026, an estimated $62.7K.
VanEck Semiconductor ETF made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #259 holding.
Bullock Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's VanEck Semiconductor ETF position peaked at $85.4K in Q1 2026.
1,559 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.