CX Institutional’s VanEck Semiconductor ETF SMH Stock Holding History

CX Institutional’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	$68K	Buy	103 +2	+2%	+$1.09K	﹤0.01%	931
2026 Q1	$39K	Hold	101	–	–	﹤0.01%	1010
2025 Q4	$36K	Hold	101	–	–	﹤0.01%	1022
2025 Q3	$33K	Buy	101 +75	+288%	+$22.2K	﹤0.01%	1013
2025 Q2	$7K	Buy	+26	New	+$6.03K	﹤0.01%	1083

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

CX Institutional's SMH Position: Q2 2026 in Review

CX Institutional increased its VanEck Semiconductor ETF (SMH) stake by 2% in Q2 2026, buying an estimated $1.09K and bringing the position to 103 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

CX Institutional first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

CX Institutional held 103 shares of VanEck Semiconductor ETF worth $68K as of Q2 2026.
CX Institutional bought 2 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.09K.
VanEck Semiconductor ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #931 holding.
CX Institutional first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.