Elevate Capital Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Elevate Capital Advisors’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	–	Sell	-1,159	Closed	-$417K	–	85
2025 Q4	$417K	Sell	1,159 -1,229	-51%	-$431K	0.28%	66
2025 Q3	$779K	Sell	2,388 -96	-4%	-$28.4K	0.54%	53
2025 Q2	$693K	Buy	+2,484	New	+$576K	0.55%	55
2025 Q1	–	Sell	-1,648	Closed	-$399K	–	70
2024 Q4	$399K	Buy	+1,648	New	+$409K	0.35%	60

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Elevate Capital Advisors's SMH Position: Q1 2026 in Review

Elevate Capital Advisors sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 1,159 shares — an estimated $417K sold.

Elevate Capital Advisors first reported a position in SMH in Q4 2024 and held it in 4 quarters. The position peaked at $779K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Elevate Capital Advisors reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Elevate Capital Advisors sold 1,159 VanEck Semiconductor ETF shares in Q1 2026, an estimated $417K.
Elevate Capital Advisors first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 4 quarters.
Elevate Capital Advisors's VanEck Semiconductor ETF position peaked at $779K in Q3 2025.
1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.