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 Q3	$74.2K	Buy	1,225 +442	+56%	+$25.3K	0.02%	405
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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Cape Investment Advisory's SMHX Position: Q3 2026 in Review

Cape Investment Advisory increased its VanEck Fabless Semiconductor ETF (SMHX) stake by 56% in Q3 2026, buying an estimated $25.3K and bringing the position to 1,225 shares worth $74.2K. The position accounts for 0.02% of the portfolio, ranked #405.

Cape Investment Advisory first reported a position in SMHX in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold SMHX as of Q3 2026.

Cape Investment Advisory held 1,225 shares of VanEck Fabless Semiconductor ETF worth $74.2K as of Q3 2026.
Cape Investment Advisory bought 442 VanEck Fabless Semiconductor ETF shares in Q3 2026, an estimated $25.3K.
VanEck Fabless Semiconductor ETF made up 0.02% of Cape Investment Advisory's portfolio in Q3 2026, its #405 holding.
Cape Investment Advisory first reported a position in VanEck Fabless Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held VanEck Fabless Semiconductor ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.