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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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. 428 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.
  • 428 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.