Clarity Capital Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Clarity Capital Partners’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
2025 Q2	$504K	Buy	1,806 +111	+7%	+$25.7K	0.18%	56
2025 Q1	$358K	Buy	1,695 +124	+8%	+$29.7K	0.14%	77
2024 Q4	$380K	Sell	1,571 -19	-1%	-$4.71K	0.2%	76
2024 Q3	$390K	Buy	1,590 +44	+3%	+$10.7K	0.23%	77
2024 Q2	$403K	Sell	1,546 -80	-5%	-$18.8K	0.25%	81
2024 Q1	$366K	Sell	1,626 -308	-16%	-$61.9K	0.24%	82
2023 Q4	$338K	Buy	+1,934	New	+$303K	0.24%	86

Other funds holding SMH

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Clarity Capital Partners's SMH Position: Q2 2025 in Review

Clarity Capital Partners increased its VanEck Semiconductor ETF (SMH) stake by 6.5% in Q2 2025, buying an estimated $25.7K and bringing the position to 1,806 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #56.

Clarity Capital Partners first reported a position in SMH in Q4 2023 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Clarity Capital Partners held 1,806 shares of VanEck Semiconductor ETF worth $504K as of Q2 2025.
Clarity Capital Partners bought 111 VanEck Semiconductor ETF shares in Q2 2025, an estimated $25.7K.
VanEck Semiconductor ETF made up 0.18% of Clarity Capital Partners's portfolio in Q2 2025, its #56 holding.
Clarity Capital Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.