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Elm3 Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Elm3 Financial Group’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 		$759K Buy
1,981
+395
+25% +$157K 0.64% 41
2025
Q4 		$571K Sell
1,586
-77
-5% -$27K 0.47% 55
2025
Q3 		$543K Sell
1,663
-39
-2% -$11.5K 0.45% 53
2025
Q2 		$475K Sell
1,702
-84
-5% -$19.5K 0.39% 57
2025
Q1 		$378K Sell
1,786
-278
-13% -$66.6K 0.33% 67
2024
Q4 		$500K Buy
+2,064
New +$512K 0.43% 50

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Elm3 Financial Group's SMH Position: Q1 2026 in Review

Elm3 Financial Group increased its VanEck Semiconductor ETF (SMH) stake by 25% in Q1 2026, buying an estimated $157K and bringing the position to 1,981 shares worth $759K. The position accounts for 0.64% of the portfolio, ranked #41.

Elm3 Financial Group first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Elm3 Financial Group held 1,981 shares of VanEck Semiconductor ETF worth $759K as of Q1 2026.
  • Elm3 Financial Group bought 395 VanEck Semiconductor ETF shares in Q1 2026, an estimated $157K.
  • VanEck Semiconductor ETF made up 0.64% of Elm3 Financial Group's portfolio in Q1 2026, its #41 holding.
  • Elm3 Financial Group first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.