DWM
SMH icon

Dakota Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Dakota Wealth Management’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
Q1 		$3.63M Buy
9,457
+5,360
+131% +$2.13M 0.08% 210
2025
Q4 		$1.48M Sell
4,097
-17
-0.4% -$5.96K 0.03% 331
2025
Q3 		$1.34M Sell
4,114
-474
-10% -$140K 0.03% 309
2025
Q2 		$1.28M Buy
4,588
+2,218
+94% +$514K 0.03% 345
2025
Q1 		$501K Buy
+2,370
New +$568K 0.01% 508
2024
Q4 		– Sell
-1,511
Closed -$371K – 793
2024
Q3 		$371K Sell
1,511
-1,267
-46% -$308K 0.01% 551
2024
Q2 		$724K Buy
2,778
+1,271
+84% +$298K 0.02% 434
2024
Q1 		$339K Buy
+1,507
New +$303K 0.01% 565

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return