Creative Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Creative Planning’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
2023 Q2	–	Sell	-200	Closed	-$2.86K	–	2808
2023 Q1	$2.86K	Buy	+200	New	+$24K	﹤0.01%	2508
2021 Q1	–	Sell	-600	Closed	-$7K	–	2710
2020 Q4	$7K	Buy	+600	New	+$59.5K	﹤0.01%	2248
2020 Q3	–	Sell	-200	Closed	-$2K	–	2256
2020 Q2	$2K	Buy	+200	New	+$13.7K	﹤0.01%	1960

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Creative Planning's SMH Position: Q1 2026 in Review

Creative Planning increased its VanEck Semiconductor ETF (SMH) stake by 9.8% in Q1 2026, buying an estimated $1.61M and bringing the position to 45,355 shares worth $17.4M. The position accounts for 0.01% of the portfolio, ranked #494.

Creative Planning first reported a position in SMH in Q1 2014 and has held it in 38 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Creative Planning held 45,355 shares of VanEck Semiconductor ETF worth $17.4M as of Q1 2026.
Creative Planning bought 4,063 VanEck Semiconductor ETF shares in Q1 2026, an estimated $1.61M.
VanEck Semiconductor ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #494 holding.
Creative Planning first reported a position in VanEck Semiconductor ETF in Q1 2014 and has held it in 38 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.