Friedenthal Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Friedenthal Financial’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	$192K	Buy	+292	New	+$159K	0.09%	113
2026 Q1	–	Sell	-414	Closed	-$149K	–	302
2025 Q4	$149K	Buy	+414	New	+$145K	0.08%	123
2024 Q3	–	Sell	-474	Closed	-$124K	–	299
2024 Q2	$124K	Sell	474 -119	-20%	-$27.9K	0.08%	118
2024 Q1	$133K	Sell	593 -113	-16%	-$22.7K	0.08%	116
2023 Q4	$123K	Buy	+706	New	+$111K	0.08%	112
2018 Q3	–	Sell	-67,008	Closed	-$3.44M	–	70
2018 Q2	$3.44M	Buy	+67,008	New	+$3.5M	2.97%	18

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 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

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

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return