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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning's SMH Position: Q2 2026 in Review

Creative Planning reduced its VanEck Semiconductor ETF (SMH) stake by 0.53% in Q2 2026, selling an estimated $130K and leaving 45,116 shares worth $29.6M. The position accounts for 0.02% of the portfolio, ranked #371.

Creative Planning first reported a position in SMH in Q1 2014 and has held it in 39 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Creative Planning held 45,116 shares of VanEck Semiconductor ETF worth $29.6M as of Q2 2026.
Creative Planning sold 239 VanEck Semiconductor ETF shares in Q2 2026, an estimated $130K.
VanEck Semiconductor ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #371 holding.
Creative Planning first reported a position in VanEck Semiconductor ETF in Q1 2014 and has held it in 39 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.