Dynamic Advisor Solutions’s VanEck Semiconductor ETF SMH Stock Holding History

Dynamic Advisor Solutions’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	$2.66M	Buy	4,060 +79	+2%	+$43.1K	0.08%	261
2026 Q1	$1.53M	Buy	3,981 +30	+0.8%	+$11.9K	0.05%	372
2025 Q4	$1.42M	Sell	3,951 -541	-12%	-$190K	0.05%	378
2025 Q3	$1.47M	Buy	4,492 +23	+0.5%	+$6.81K	0.04%	390
2025 Q2	$1.25M	Buy	4,469 +152	+4%	+$35.2K	0.04%	397
2025 Q1	$913K	Buy	+4,317	New	+$1.03M	0.03%	445
2024 Q4	–	Sell	-4,743	Closed	-$1.16M	–	809
2024 Q3	$1.16M	Sell	4,743 -899	-16%	-$219K	0.03%	415
2024 Q2	$1.47M	Buy	5,642 +3,150	+126%	+$739K	0.05%	357
2024 Q1	$561K	Buy	2,492 +16	+0.6%	+$3.22K	0.02%	578
2023 Q4	$411K	Sell	2,476 -184	-7%	-$28.8K	0.02%	623
2023 Q3	$386K	Buy	2,660 +547	+26%	+$82.8K	0.02%	589
2023 Q2	$322K	Sell	2,113 -53	-2%	-$7.16K	0.02%	613
2023 Q1	$285K	Sell	2,166 -114	-5%	-$13.7K	0.02%	602
2022 Q4	$231K	Buy	+2,280	New	+$232K	0.02%	625
2022 Q2	–	Sell	-1,816	Closed	-$245K	–	770
2022 Q1	$245K	Buy	+1,816	New	+$249K	0.02%	617
2020 Q1	–	Sell	-18,944	Closed	-$1.34M	–	586
2019 Q4	$1.34M	Buy	+18,944	New	+$1.24M	0.18%	145

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return