Greystone Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Greystone Financial Group’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	$1.02M	Sell	1,557 -88	-5%	-$48K	0.29%	48
2026 Q1	$631K	Sell	1,645 -895	-35%	-$355K	0.18%	56
2025 Q4	$915K	Sell	2,540 -32	-1%	-$11.2K	0.14%	69
2025 Q3	$839K	Sell	2,572 -545	-17%	-$161K	0.13%	72
2025 Q2	$869K	Buy	3,117 +774	+33%	+$179K	0.14%	67
2025 Q1	$495K	Buy	2,343 +13	+0.6%	+$3.12K	0.09%	85
2024 Q4	$564K	Sell	2,330 -94	-4%	-$23.3K	0.1%	82
2024 Q3	$595K	Buy	2,424 +810	+50%	+$197K	0.11%	82
2024 Q2	$421K	Sell	1,614 -45	-3%	-$10.6K	0.08%	88
2024 Q1	$373K	Sell	1,659 -159	-9%	-$32K	0.07%	94
2023 Q4	$318K	Sell	1,818 -169	-9%	-$26.5K	0.07%	95
2023 Q3	$288K	Buy	+1,987	New	+$301K	0.07%	96
2021 Q4	–	Sell	-8,768	Closed	-$1.12M	–	93
2021 Q3	$1.12M	Buy	+8,768	New	+$1.15M	0.33%	58

Other funds holding SMH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Greystone Financial Group's SMH Position: Q2 2026 in Review

Greystone Financial Group reduced its VanEck Semiconductor ETF (SMH) stake by 5.3% in Q2 2026, selling an estimated $48K and leaving 1,557 shares worth $1.02M. The position accounts for 0.29% of the portfolio, ranked #48.

Greystone Financial Group first reported a position in SMH in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.12M in Q3 2021. 763 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Greystone Financial Group held 1,557 shares of VanEck Semiconductor ETF worth $1.02M as of Q2 2026.
Greystone Financial Group sold 88 VanEck Semiconductor ETF shares in Q2 2026, an estimated $48K.
VanEck Semiconductor ETF made up 0.29% of Greystone Financial Group's portfolio in Q2 2026, its #48 holding.
Greystone Financial Group first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 13 quarters since.
Greystone Financial Group's VanEck Semiconductor ETF position peaked at $1.12M in Q3 2021.
763 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.