First Heartland Consultants’s VanEck Semiconductor ETF SMH Stock Holding History

First Heartland Consultants’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	$3.65M	Buy	5,560 +784	+16%	+$428K	0.24%	99
2026 Q1	$1.83M	Buy	4,776 +280	+6%	+$111K	0.14%	134
2025 Q4	$1.62M	Buy	4,496 +267	+6%	+$93.7K	0.12%	133
2025 Q3	$1.38M	Buy	4,229 +88	+2%	+$26.1K	0.11%	141
2025 Q2	$1.15M	Sell	4,141 -26	-0.6%	-$6.03K	0.1%	147
2025 Q1	$881K	Buy	4,167 +374	+10%	+$89.6K	0.09%	161
2024 Q4	$919K	Sell	3,793 -538	-12%	-$133K	0.09%	156
2024 Q3	$1.06M	Buy	4,331 +1,420	+49%	+$345K	0.11%	133
2024 Q2	$759	Buy	2,911 +1,216	+72%	+$285K	0.05%	201
2024 Q1	$381K	Buy	+1,695	New	+$341K	0.04%	289

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return