Elevation Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Elevation Wealth Partners’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	$350K	Hold	533	–	–	0.1%	101
2026 Q1	$204K	Hold	533	–	–	0.07%	116
2025 Q4	$192K	Buy	533 +2	+0.4%	+$702	0.07%	118
2025 Q3	$173K	Hold	531	–	–	0.06%	125
2025 Q2	$148K	Hold	531	–	–	0.06%	136
2025 Q1	$112K	Sell	531 -10	-2%	-$2.4K	0.05%	156
2024 Q4	$131K	Sell	541 -98	-15%	-$24.3K	0.06%	140
2024 Q3	$157K	Buy	639 +78	+14%	+$19K	0.07%	131
2024 Q2	$146K	Hold	561	–	–	0.07%	132
2024 Q1	$126K	Buy	561 +15	+3%	+$3.02K	0.06%	137
2023 Q4	$79.2K	Hold	546	–	–	0.05%	174
2023 Q3	$79.2K	Hold	546	–	–	0.07%	116
2023 Q2	$83.1K	Hold	546	–	–	0.07%	117
2023 Q1	$71.9K	Buy	+546	New	+$65.5K	0.07%	129

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

Elevation Wealth Partners's SMH Position: Q2 2026 in Review

Elevation Wealth Partners held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 533 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #101.

Elevation Wealth Partners first reported a position in SMH in Q1 2023 and has held it in 14 quarters since. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Elevation Wealth Partners held 533 shares of VanEck Semiconductor ETF worth $350K as of Q2 2026.
Elevation Wealth Partners left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.1% of Elevation Wealth Partners's portfolio in Q2 2026, its #101 holding.
Elevation Wealth Partners first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.