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

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