Global Wealth Management Investment Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-570	Closed	-$219K	–	166
2026 Q1	$219K	Hold	570	–	–	0.03%	151
2025 Q4	$205K	Sell	570 -273	-32%	-$95.8K	0.03%	150
2025 Q3	$275K	Sell	843 -77	-8%	-$22.8K	0.05%	135
2025 Q2	$257K	Buy	+920	New	+$213K	0.05%	133
2019 Q2	–	Sell	-378	Closed	-$20K	–	778
2019 Q1	$20K	Buy	378 +44	+13%	+$2.18K	0.01%	311
2018 Q4	$15K	Buy	+334	New	+$15.7K	0.01%	333

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

Global Wealth Management Investment Advisory's SMH Position: Q2 2026 in Review

Global Wealth Management Investment Advisory sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 570 shares — an estimated $219K sold.

Global Wealth Management Investment Advisory first reported a position in SMH in Q4 2018 and held it in 6 quarters. The position peaked at $275K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Global Wealth Management Investment Advisory reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 570 VanEck Semiconductor ETF shares in Q2 2026, an estimated $219K.
Global Wealth Management Investment Advisory first reported a position in VanEck Semiconductor ETF in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's VanEck Semiconductor ETF position peaked at $275K in Q3 2025.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.