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 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	0.74%	37
2024 Q1	$4.36M	Sell	19,379 -5,246	-21%	-$1.05M	0.68%	37
2023 Q4	$4.31M	Buy	+24,625	New	+$3.85M	0.76%	34

Other funds holding SMH

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return