EPG Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

EPG Wealth Management’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	$159K	Buy	242 +10	+4%	+$5.46K	0.04%	183
2026 Q1	$88.9K	Hold	232	–	–	0.02%	210
2025 Q4	$83.5K	Hold	232	–	–	0.02%	214
2025 Q3	$75.7K	Hold	232	–	–	0.02%	212
2025 Q2	$64.7K	Hold	232	–	–	0.02%	215
2025 Q1	$49.1K	Sell	232 -4	-2%	-$959	0.01%	292
2024 Q4	$57.2K	Hold	236	–	–	0.02%	289
2024 Q3	$57.9K	Buy	+236	New	+$57.4K	0.01%	292
2024 Q2	–	Hold	0	–	–	–	307

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

EPG Wealth Management's SMH Position: Q2 2026 in Review

EPG Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 4.3% in Q2 2026, buying an estimated $5.46K and bringing the position to 242 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #183.

EPG Wealth Management first reported a position in SMH in Q3 2024 and has held it in 8 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

EPG Wealth Management held 242 shares of VanEck Semiconductor ETF worth $159K as of Q2 2026.
EPG Wealth Management bought 10 VanEck Semiconductor ETF shares in Q2 2026, an estimated $5.46K.
VanEck Semiconductor ETF made up 0.04% of EPG Wealth Management's portfolio in Q2 2026, its #183 holding.
EPG Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.