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Confluence Wealth Services’s VanEck Semiconductor ETF SMH Stock Holding History

Confluence Wealth 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
Q2 		$752K Buy
+1,146
New +$625K 0.02% 278
2024
Q3 		– Sell
-1,128
Closed -$294K – 364
2024
Q2 		$294K Hold
1,128
– – 0.02% 299
2024
Q1 		$254K Buy
+1,128
New +$227K 0.02% 297

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Confluence Wealth Services's SMH Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 1,146 shares worth $752K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in SMH as recently as Q2 2024.

Confluence Wealth Services first reported a position in SMH in Q1 2024 and has held it in 3 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Confluence Wealth Services held 1,146 shares of VanEck Semiconductor ETF worth $752K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Confluence Wealth Services position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #278 holding.
  • Confluence Wealth Services first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.