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Cassaday & Co Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Cassaday & Co Wealth Management’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
Q2 		$443K Buy
675
+266
+65% +$145K 0.01% 246
2026
Q1 		$157K Buy
+409
New +$162K ﹤0.01% 367

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Cassaday & Co Wealth Management's SMH Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 65% in Q2 2026, buying an estimated $145K and bringing the position to 675 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #246.

Cassaday & Co Wealth Management first reported a position in SMH in Q1 2026 and has held it in 2 quarters since. 1,543 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Cassaday & Co Wealth Management held 675 shares of VanEck Semiconductor ETF worth $443K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 266 VanEck Semiconductor ETF shares in Q2 2026, an estimated $145K.
  • VanEck Semiconductor ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Cassaday & Co Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,543 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.