CIA
SMHX

Cape Investment Advisory’s VanEck Fabless Semiconductor ETF SMHX Stock Holding History

Cape Investment Advisory’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
Q2 		$50K Buy
+783
New +$43K 0.01% 502
2026
Q1 		– Sell
-98
Closed -$3.73K – 1280
2025
Q4 		$3.73K Buy
+98
New +$3.81K ﹤0.01% 979

Other funds holding SMHX

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cape Investment Advisory's SMHX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in VanEck Fabless Semiconductor ETF (SMHX) in Q2 2026: 783 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SMHX as recently as Q4 2025.

Cape Investment Advisory first reported a position in SMHX in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SMHX as of Q2 2026.

  • Cape Investment Advisory held 783 shares of VanEck Fabless Semiconductor ETF worth $50K as of Q2 2026.
  • VanEck Fabless Semiconductor ETF was a new Cape Investment Advisory position in Q2 2026.
  • VanEck Fabless Semiconductor ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #502 holding.
  • Cape Investment Advisory first reported a position in VanEck Fabless Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held VanEck Fabless Semiconductor ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.