BW
SMHX

BXM Wealth’s VanEck Fabless Semiconductor ETF SMHX Stock Holding History

BXM Wealth’s Portfolio SMHX Stock Details SMHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$684K Sell
18,390
-805
-4% -$31.2K 0.53% 53
2025
Q4 		$730K Buy
19,195
+1,100
+6% +$42.8K 0.56% 47
2025
Q3 		$693K Sell
18,095
-1,243
-6% -$43.4K 0.66% 42
2025
Q2 		$606K Buy
+19,338
New +$504K 0.72% 44

Other funds holding SMHX

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $945M AUM 17.16% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return