Game Plan Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Game Plan Financial 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	$2.39M	Sell	3,648 -4,536	-55%	-$2.47M	0.89%	37
2026 Q1	$3.14M	Buy	8,184 +4,405	+117%	+$1.75M	1.41%	23
2025 Q4	$1.36M	Buy	3,779 +9	+0.2%	+$3.16K	0.55%	46
2025 Q3	$1.23M	Sell	3,770 -25	-0.7%	-$7.4K	0.51%	47
2025 Q2	$1.06M	Sell	3,795 -511	-12%	-$118K	0.46%	53
2025 Q1	$911K	Buy	4,306 +250	+6%	+$59.9K	0.44%	54
2024 Q4	$985K	Buy	4,056 +30	+0.7%	+$7.44K	0.47%	50
2024 Q3	$988K	Sell	4,026 -195	-5%	-$47.4K	0.48%	51
2024 Q2	$1.1M	Sell	4,221 -250	-6%	-$58.6K	0.54%	52
2024 Q1	$1.01M	Hold	4,471	–	–	0.51%	58
2023 Q4	$782K	Buy	+4,471	New	+$700K	0.45%	62
2022 Q4	$475K	Hold	4,680	–	–	0.39%	55
2022 Q3	$433K	Sell	4,680 -542	-10%	-$59.1K	0.37%	53
2022 Q2	$530K	Sell	5,222 -4,314	-45%	-$501K	0.43%	57
2022 Q1	$1.29M	Sell	9,536 -160	-2%	-$21.9K	0.77%	43
2021 Q4	$1.5M	Sell	9,696 -1,264	-12%	-$183K	0.8%	44
2021 Q3	$1.4M	Buy	10,960 +3,494	+47%	+$460K	0.84%	42
2021 Q2	$979K	Buy	7,466 +644	+9%	+$79.5K	0.58%	48
2021 Q1	$834K	Sell	6,822 -1,500	-18%	-$178K	0.54%	54
2020 Q4	$908K	Buy	+8,322	New	+$825K	0.65%	46
2020 Q2	–	Sell	-8,460	Closed	-$498K	–	88
2020 Q1	$498K	Buy	8,460 +420	+5%	+$28.3K	0.59%	44
2019 Q4	$568K	Buy	+8,040	New	+$526K	0.53%	49

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

Game Plan Financial Advisors's SMH Position: Q2 2026 in Review

Game Plan Financial Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 55% in Q2 2026, selling an estimated $2.47M and leaving 3,648 shares worth $2.39M. The position accounts for 0.89% of the portfolio, ranked #37.

Game Plan Financial Advisors first reported a position in SMH in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.14M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Game Plan Financial Advisors held 3,648 shares of VanEck Semiconductor ETF worth $2.39M as of Q2 2026.
Game Plan Financial Advisors sold 4,536 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.47M.
VanEck Semiconductor ETF made up 0.89% of Game Plan Financial Advisors's portfolio in Q2 2026, its #37 holding.
Game Plan Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 22 quarters since.
Game Plan Financial Advisors's VanEck Semiconductor ETF position peaked at $3.14M in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.