Evolution Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Evolution Wealth Advisors’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	$2.98M	Sell	4,548 -196	-4%	-$107K	0.35%	42
2026 Q1	$1.82M	Sell	4,744 -260	-5%	-$103K	0.19%	50
2025 Q4	$1.8M	Sell	5,004 -186	-4%	-$65.3K	0.18%	50
2025 Q3	$1.69M	Buy	5,190 +104	+2%	+$30.8K	0.23%	52
2025 Q2	$1.42M	Buy	5,086 +1,150	+29%	+$267K	0.21%	60
2025 Q1	$832K	Buy	3,936 +51	+1%	+$12.2K	0.14%	68
2024 Q4	$941K	Buy	3,885 +1,945	+100%	+$483K	0.16%	64
2024 Q3	$476K	Buy	1,940 +305	+19%	+$74.2K	0.09%	88
2024 Q2	$426K	Buy	1,635 +277	+20%	+$65K	0.08%	87
2024 Q1	$306K	Hold	1,358	–	–	0.06%	100
2023 Q4	$237K	Buy	+1,358	New	+$213K	0.05%	109
2023 Q3	–	Sell	-1,358	Closed	-$207K	–	122
2023 Q2	$207K	Buy	+1,358	New	+$183K	0.05%	105

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

Evolution Wealth Advisors's SMH Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 4.1% in Q2 2026, selling an estimated $107K and leaving 4,548 shares worth $2.98M. The position accounts for 0.35% of the portfolio, ranked #42.

Evolution Wealth Advisors first reported a position in SMH in Q2 2023 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Evolution Wealth Advisors held 4,548 shares of VanEck Semiconductor ETF worth $2.98M as of Q2 2026.
Evolution Wealth Advisors sold 196 VanEck Semiconductor ETF shares in Q2 2026, an estimated $107K.
VanEck Semiconductor ETF made up 0.35% of Evolution Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Evolution Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 12 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.