Clarus Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Clarus Wealth 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	$1.79M	Sell	3,020 -1,178	-28%	-$643K	0.69%	55
2026 Q1	$1.68M	Sell	4,198 -434	-9%	-$172K	0.72%	49
2025 Q4	$1.81M	Sell	4,632 -242	-5%	-$84.9K	0.75%	44
2025 Q3	$1.64M	Buy	4,874 +56	+1%	+$16.6K	0.73%	44
2025 Q2	$1.37M	Buy	4,818 +619	+15%	+$144K	0.63%	49
2025 Q1	$885K	Buy	4,199 +763	+22%	+$183K	0.47%	52
2024 Q4	$841K	Buy	3,436 +624	+22%	+$155K	0.42%	57
2024 Q3	$698K	Buy	2,812 +364	+15%	+$88.5K	0.36%	59
2024 Q2	$689K	Sell	2,448 -347	-12%	-$81.4K	0.37%	55
2024 Q1	$621K	Sell	2,795 -568	-17%	-$114K	0.35%	59
2023 Q4	$606K	Buy	+3,363	New	+$526K	0.36%	62
2023 Q2	$509K	Sell	3,415 -233	-6%	-$31.5K	0.31%	71
2023 Q1	$460K	Buy	+3,648	New	+$437K	0.29%	71
2022 Q2	–	Sell	-3,500	Closed	-$422K	–	117
2022 Q1	$422K	Buy	3,500 +196	+6%	+$26.8K	0.26%	70
2021 Q4	$505K	Sell	3,304 -378	-10%	-$54.7K	0.29%	51
2021 Q3	$466K	Buy	3,682 +104	+3%	+$13.7K	0.29%	57
2021 Q2	$466K	Buy	3,578 +406	+13%	+$50.1K	0.29%	58
2021 Q1	$406K	Sell	3,172 -92	-3%	-$10.9K	0.25%	73
2020 Q4	$382K	Sell	3,264 -682	-17%	-$67.6K	0.25%	78
2020 Q3	$350K	Buy	3,946 +586	+17%	+$49.1K	0.27%	77
2020 Q2	$261K	Buy	+3,360	New	+$231K	0.22%	97

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return