Clarity Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Clarity Financial’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	$1.26M	Sell	1,928 -1	-0.1%	-$546	0.11%	50
2026 Q1	$739K	Sell	1,929 -352	-15%	-$140K	0.08%	59
2025 Q4	$821K	Sell	2,281 -17	-0.7%	-$5.96K	0.08%	57
2025 Q3	$750K	Sell	2,298 -720	-24%	-$213K	0.07%	60
2025 Q2	$842K	Buy	3,018 +706	+31%	+$164K	0.09%	55
2025 Q1	$489K	Sell	2,312 -15,750	-87%	-$3.78M	0.06%	58
2024 Q4	$4.37M	Buy	18,062 +307	+2%	+$76.2K	0.52%	43
2024 Q3	$4.36M	Sell	17,755 -1,234	-6%	-$300K	0.51%	43
2024 Q2	$4.95M	Sell	18,989 -390	-2%	-$91.5K	0.73%	37
2024 Q1	$4.36M	Sell	19,379 -5,246	-21%	-$1.05M	0.66%	37
2023 Q4	$4.31M	Buy	+24,625	New	+$3.85M	0.75%	34

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

Clarity Financial's SMH Position: Q2 2026 in Review

Clarity Financial reduced its VanEck Semiconductor ETF (SMH) stake by 0.05% in Q2 2026, selling an estimated $546 and leaving 1,928 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #50.

Clarity Financial first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.95M in Q2 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Clarity Financial held 1,928 shares of VanEck Semiconductor ETF worth $1.26M as of Q2 2026.
Clarity Financial sold 1 VanEck Semiconductor ETF share in Q2 2026, an estimated $546.
VanEck Semiconductor ETF made up 0.11% of Clarity Financial's portfolio in Q2 2026, its #50 holding.
Clarity Financial first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
Clarity Financial's VanEck Semiconductor ETF position peaked at $4.95M in Q2 2024.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.