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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
Q2 		– Sell
-400
Closed -$153K – 2199
2026
Q1 		$153K Buy
+400
New +$159K ﹤0.01% 1782

Other funds holding SMH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Concurrent Investment Advisors's SMH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 4.1% in Q2 2026, selling an estimated $1.99M and leaving 85,048 shares worth $55.8M. The position accounts for 0.47% of the portfolio, ranked #31.

Concurrent Investment Advisors first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Concurrent Investment Advisors held 85,048 shares of VanEck Semiconductor ETF worth $55.8M as of Q2 2026.
  • Concurrent Investment Advisors sold 3,640 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.99M.
  • VanEck Semiconductor ETF made up 0.47% of Concurrent Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Concurrent Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 772 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.