Focus Financial Network’s VanEck Semiconductor ETF SMH Stock Holding History

Focus Financial Network’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	$2.1M	Buy	3,208 +209	+7%	+$114K	0.07%	234
2026 Q1	$1.15M	Sell	2,999 -24	-0.8%	-$9.53K	0.04%	294
2025 Q4	$1.09M	Buy	3,023 +326	+12%	+$114K	0.04%	288
2025 Q3	$880K	Buy	2,697 +80	+3%	+$23.7K	0.03%	323
2025 Q2	$730K	Buy	2,617 +222	+9%	+$51.5K	0.03%	350
2025 Q1	$506K	Buy	2,395 +264	+12%	+$63.3K	0.02%	419
2024 Q4	$516K	Sell	2,131 -261	-11%	-$64.8K	0.02%	410
2024 Q3	$587K	Buy	2,392 +511	+27%	+$124K	0.02%	375
2024 Q2	$478K	Buy	1,881 +57	+3%	+$13.4K	0.02%	407
2024 Q1	$381K	Buy	1,824 +297	+19%	+$59.7K	0.02%	434
2023 Q4	$267K	Sell	1,527 -81	-5%	-$12.7K	0.01%	607
2023 Q3	$233K	Sell	1,608 -1,408	-47%	-$213K	0.01%	530
2023 Q2	$459K	Buy	3,016 +1,368	+83%	+$185K	0.03%	379
2023 Q1	$217K	Buy	+1,648	New	+$198K	0.01%	522
2022 Q2	–	Sell	-1,856	Closed	-$250K	–	521
2022 Q1	$250K	Buy	+1,856	New	+$254K	0.02%	439

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