Bulwark Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Bulwark Capital’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	$35.5K	Buy	58 +15	+35%	+$8.59K	0.02%	82
2026 Q2	$28.4K	Hold	43	–	–	0.02%	79
2026 Q1	$16.6K	Hold	43	–	–	0.01%	83
2025 Q4	$15.6K	Hold	43	–	–	0.01%	81
2025 Q3	$14.2K	Hold	43	–	–	0.01%	85
2025 Q2	$12.1K	Buy	+43	New	+$10K	0.01%	83

Other funds holding SMH

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 $57B AUM 43.56% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Bulwark Capital's SMH Position: Q3 2026 in Review

Bulwark Capital increased its VanEck Semiconductor ETF (SMH) stake by 35% in Q3 2026, buying an estimated $8.59K and bringing the position to 58 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #82.

Bulwark Capital first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Bulwark Capital held 58 shares of VanEck Semiconductor ETF worth $35.5K as of Q3 2026.
Bulwark Capital bought 15 VanEck Semiconductor ETF shares in Q3 2026, an estimated $8.59K.
VanEck Semiconductor ETF made up 0.02% of Bulwark Capital's portfolio in Q3 2026, its #82 holding.
Bulwark Capital first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
728 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.