Claro Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Claro Advisors’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	$7.46M	Buy	11,376 +2,237	+24%	+$1.22M	0.78%	26
2026 Q1	$3.5M	Buy	9,139 +194	+2%	+$77K	0.42%	52
2025 Q4	$3.22M	Buy	8,945 +664	+8%	+$233K	0.44%	48
2025 Q3	$2.7M	Buy	8,281 +405	+5%	+$120K	0.39%	53
2025 Q2	$2.2M	Sell	7,876 -98	-1%	-$22.7K	0.36%	61
2025 Q1	$1.69M	Buy	7,974 +308	+4%	+$73.8K	0.23%	78
2024 Q4	$1.86M	Buy	7,666 +799	+12%	+$198K	0.25%	74
2024 Q3	$1.69M	Buy	6,867 +333	+5%	+$81K	0.22%	91
2024 Q2	$1.7M	Buy	6,534 +1,396	+27%	+$327K	0.27%	71
2024 Q1	$1.16M	Buy	5,138 +3,075	+149%	+$618K	0.2%	110
2023 Q4	$361K	Buy	+2,063	New	+$323K	0.08%	261

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

Claro Advisors's SMH Position: Q2 2026 in Review

Claro Advisors increased its VanEck Semiconductor ETF (SMH) stake by 24% in Q2 2026, buying an estimated $1.22M and bringing the position to 11,376 shares worth $7.46M. The position accounts for 0.78% of the portfolio, ranked #26.

Claro Advisors first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Claro Advisors held 11,376 shares of VanEck Semiconductor ETF worth $7.46M as of Q2 2026.
Claro Advisors bought 2,237 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.22M.
VanEck Semiconductor ETF made up 0.78% of Claro Advisors's portfolio in Q2 2026, its #26 holding.
Claro Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.