Clearstead Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Clearstead 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	$1.97M	Buy	3,002 +1,047	+54%	+$571K	0.02%	385
2026 Q1	$749K	Buy	1,955 +1,601	+452%	+$636K	0.01%	605
2025 Q4	$127K	Buy	354 +162	+84%	+$56.8K	﹤0.01%	1050
2025 Q3	$62.7K	Buy	192 +142	+284%	+$42K	﹤0.01%	1208
2025 Q2	$13.9K	Hold	50	–	–	﹤0.01%	1767
2025 Q1	$10.6K	Sell	50 -4,798	-99%	-$1.15M	﹤0.01%	1593
2024 Q4	$1.17M	Buy	4,848 +4,728	+3,940%	+$1.17M	0.02%	380
2024 Q3	$29.5K	Sell	120 -210	-64%	-$51.1K	﹤0.01%	1327
2024 Q2	$86K	Buy	330 +280	+560%	+$65.7K	﹤0.01%	1031
2024 Q1	$11.2K	Hold	50	–	–	﹤0.01%	1041
2023 Q4	$8.74K	Buy	50 +10	+25%	+$1.56K	﹤0.01%	1081
2023 Q3	$5.8K	Hold	40	–	–	﹤0.01%	1065
2023 Q2	$6.09K	Hold	40	–	–	﹤0.01%	1030
2023 Q1	$5.26K	Sell	40 -10	-20%	-$1.2K	﹤0.01%	1019
2022 Q4	$5.07K	Hold	50	–	–	﹤0.01%	985
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	981
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	1009
2022 Q1	$7K	Hold	50	–	–	﹤0.01%	1044
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	952
2021 Q3	$6K	Sell	50 -190	-79%	-$25K	﹤0.01%	1010
2021 Q2	$31K	Hold	240	–	–	﹤0.01%	634
2021 Q1	$29K	Buy	240 +40	+20%	+$4.74K	﹤0.01%	617
2020 Q4	$22K	Buy	+200	New	+$19.8K	﹤0.01%	616

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

Clearstead Advisors's SMH Position: Q2 2026 in Review

Clearstead Advisors increased its VanEck Semiconductor ETF (SMH) stake by 54% in Q2 2026, buying an estimated $571K and bringing the position to 3,002 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #385.

Clearstead Advisors first reported a position in SMH in Q4 2020 and has held it in 23 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Clearstead Advisors held 3,002 shares of VanEck Semiconductor ETF worth $1.97M as of Q2 2026.
Clearstead Advisors bought 1,047 VanEck Semiconductor ETF shares in Q2 2026, an estimated $571K.
VanEck Semiconductor ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #385 holding.
Clearstead Advisors first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 23 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.