Chicago Partners Investment Group’s VanEck Semiconductor ETF SMH Stock Holding History

Chicago Partners Investment Group’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	$2.25M	Buy	3,871 +2,074	+115%	+$1.13M	0.04%	324
2026 Q1	$857K	Sell	1,797 -75	-4%	-$29.8K	0.02%	620
2025 Q4	$749K	Buy	1,872 +9	+0.5%	+$3.16K	0.02%	564
2025 Q3	$677K	Buy	1,863 +112	+6%	+$33.2K	0.02%	551
2025 Q2	$502K	Buy	1,751 +453	+35%	+$105K	0.01%	597
2025 Q1	$286K	Buy	+1,298	New	+$311K	0.01%	708

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Chicago Partners Investment Group's SMH Position: Q2 2026 in Review

Chicago Partners Investment Group increased its VanEck Semiconductor ETF (SMH) stake by 115% in Q2 2026, buying an estimated $1.13M and bringing the position to 3,871 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #324.

Chicago Partners Investment Group first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Chicago Partners Investment Group held 3,871 shares of VanEck Semiconductor ETF worth $2.25M as of Q2 2026.
Chicago Partners Investment Group bought 2,074 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.13M.
VanEck Semiconductor ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #324 holding.
Chicago Partners Investment Group first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.