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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
Q3 		$54K Sell
88
-15
-15% -$8.59K ﹤0.01% 1005
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CX Institutional's SMH Position: Q3 2026 in Review

CX Institutional reduced its VanEck Semiconductor ETF (SMH) stake by 15% in Q3 2026, selling an estimated $8.59K and leaving 88 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

CX Institutional first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. The position peaked at $68K in Q2 2026. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • CX Institutional held 88 shares of VanEck Semiconductor ETF worth $54K as of Q3 2026.
  • CX Institutional sold 15 VanEck Semiconductor ETF shares in Q3 2026, an estimated $8.59K.
  • VanEck Semiconductor ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1005 holding.
  • CX Institutional first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
  • CX Institutional's VanEck Semiconductor ETF position peaked at $68K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.