Commonwealth Financial Services
SMH icon

Commonwealth Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Commonwealth Financial Services’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
Q3 		– Sell
-363
Closed -$238K – 348
2026
Q2 		$238K Buy
+363
New +$198K 0.03% 258

Other funds holding SMH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Commonwealth Financial Services's SMH Position: Q3 2026 in Review

Commonwealth Financial Services sold out of VanEck Semiconductor ETF (SMH) in Q3 2026, closing a stake of 363 shares — an estimated $238K sold.

Commonwealth Financial Services first reported a position in SMH in Q2 2026 and held it in 1 quarter. The position peaked at $238K in Q2 2026. 539 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Commonwealth Financial Services reported no remaining VanEck Semiconductor ETF position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 363 VanEck Semiconductor ETF shares in Q3 2026, an estimated $238K.
  • Commonwealth Financial Services first reported a position in VanEck Semiconductor ETF in Q2 2026 and held it in 1 quarter.
  • Commonwealth Financial Services's VanEck Semiconductor ETF position peaked at $238K in Q2 2026.
  • 539 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.