GAFA
SMH icon

Garton & Associates Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Garton & Associates 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
Q1 		– Sell
-302
Closed -$109K – 607
2025
Q4 		$109K Buy
+302
New +$106K 0.06% 213

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
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

Garton & Associates Financial Advisors's SMH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 302 shares — an estimated $109K sold.

Garton & Associates Financial Advisors first reported a position in SMH in Q4 2025 and held it in 1 quarter. The position peaked at $109K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 302 VanEck Semiconductor ETF shares in Q1 2026, an estimated $109K.
  • Garton & Associates Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's VanEck Semiconductor ETF position peaked at $109K in Q4 2025.
  • 1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.