Financial Services Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

Financial Services Advisory’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	–	Sell	-2,651	Closed	-$955K	–	75
2025 Q4	$955K	Sell	2,651 -166	-6%	-$58.2K	0.34%	38
2025 Q3	$919K	Buy	+2,817	New	+$834K	0.35%	38
2024 Q3	–	Sell	-3,231	Closed	-$842K	–	63
2024 Q2	$842K	Sell	3,231 -586	-15%	-$137K	0.23%	41
2024 Q1	$859K	Buy	+3,817	New	+$767K	0.21%	44
2023 Q3	–	Sell	-5,588	Closed	-$851K	–	56
2023 Q2	$851K	Sell	5,588 -456	-8%	-$61.6K	0.35%	30
2023 Q1	$795K	Buy	+6,044	New	+$725K	0.52%	26
2022 Q1	–	Sell	-5,842	Closed	-$902K	–	43
2021 Q4	$902K	Buy	5,842 +592	+11%	+$85.6K	0.29%	33
2021 Q3	$673K	Buy	+5,250	New	+$692K	0.23%	39
2020 Q1	–	Sell	-23,198	Closed	-$1.64M	–	30
2019 Q4	$1.64M	Buy	+23,198	New	+$1.52M	0.68%	28
2018 Q1	–	Sell	-53,248	Closed	-$2.6M	–	32
2017 Q4	$2.6M	Buy	+53,248	New	+$2.65M	1.92%	17

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Financial Services Advisory's SMH Position: Q1 2026 in Review

Financial Services Advisory sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 2,651 shares — an estimated $955K sold.

Financial Services Advisory first reported a position in SMH in Q4 2017 and held it in 10 quarters. The position peaked at $2.6M in Q4 2017. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Financial Services Advisory reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 2,651 VanEck Semiconductor ETF shares in Q1 2026, an estimated $955K.
Financial Services Advisory first reported a position in VanEck Semiconductor ETF in Q4 2017 and held it in 10 quarters.
Financial Services Advisory's VanEck Semiconductor ETF position peaked at $2.6M in Q4 2017.
1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.