Carson Wealth (CWM LLC)’s VanEck Semiconductor ETF SMH Stock Holding History

Carson Wealth (CWM LLC)’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
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	2698
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	2698
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	2697
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	2696
2020 Q2	$2K	Hold	200	–	–	﹤0.01%	2695
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	2695
2019 Q4	$2K	Hold	200	–	–	﹤0.01%	2694
2019 Q3	$2K	Hold	200	–	–	﹤0.01%	2694
2019 Q2	$2K	Hold	200	–	–	﹤0.01%	2693
2019 Q1	$2K	Buy	+200	New	+$9.91K	﹤0.01%	2690

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its VanEck Semiconductor ETF (SMH) stake by 1.3% in Q1 2026, selling an estimated $61.9K and leaving 11,543 shares worth $4.43M. The position accounts for 0.01% of the portfolio, ranked #863.

Carson Wealth (CWM LLC) first reported a position in SMH in Q1 2019 and has held it in 28 quarters since. 1,300 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Carson Wealth (CWM LLC) held 11,543 shares of VanEck Semiconductor ETF worth $4.43M as of Q1 2026.
Carson Wealth (CWM LLC) sold 156 VanEck Semiconductor ETF shares in Q1 2026, an estimated $61.9K.
VanEck Semiconductor ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #863 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Semiconductor ETF in Q1 2019 and has held it in 28 quarters since.
1,300 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.