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 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

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