Concurrent Investment Advisors
SMH icon

Concurrent Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Concurrent Investment 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
Q3 		– Sell
-400
Closed -$262K – 2507
2026
Q2 		$262K Buy
+400
New +$218K ﹤0.01% 1778

Other funds holding SMH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors's SMH Position: Q3 2026 in Review

Concurrent Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 18% in Q3 2026, buying an estimated $8.76M and bringing the position to 100,335 shares worth $61.1M. The position accounts for 0.42% of the portfolio, ranked #36.

Concurrent Investment Advisors first reported a position in SMH in Q4 2023 and has held it in 12 quarters since. 269 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Concurrent Investment Advisors held 100,335 shares of VanEck Semiconductor ETF worth $61.1M as of Q3 2026.
  • Concurrent Investment Advisors bought 15,287 VanEck Semiconductor ETF shares in Q3 2026, an estimated $8.76M.
  • VanEck Semiconductor ETF made up 0.42% of Concurrent Investment Advisors's portfolio in Q3 2026, its #36 holding.
  • Concurrent Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 12 quarters since.
  • 269 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.