Estate Planners Group’s VanEck Semiconductor ETF SMH Stock Holding History

Estate Planners 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 Q2	$4.32M	Sell	6,592 -3,336	-34%	-$1.82M	1.96%	17
2026 Q1	$3.81M	Buy	9,928 +432	+5%	+$172K	1.83%	18
2025 Q4	$3.42M	Buy	+9,496	New	+$3.33M	1.48%	20

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

Estate Planners Group's SMH Position: Q2 2026 in Review

Estate Planners Group reduced its VanEck Semiconductor ETF (SMH) stake by 34% in Q2 2026, selling an estimated $1.82M and leaving 6,592 shares worth $4.32M. The position accounts for 1.96% of the portfolio, ranked #17.

Estate Planners Group first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Estate Planners Group held 6,592 shares of VanEck Semiconductor ETF worth $4.32M as of Q2 2026.
Estate Planners Group sold 3,336 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.82M.
VanEck Semiconductor ETF made up 1.96% of Estate Planners Group's portfolio in Q2 2026, its #17 holding.
Estate Planners Group first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.