Grimes & Company’s VanEck Fabless Semiconductor ETF SMHX Stock Holding History

Grimes & Company’s Portfolio SMHX Stock Details SMHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$824K	Sell	12,890 -570	-4%	-$31.3K	0.02%	273
2026 Q1	$501K	Sell	13,460 -177	-1%	-$6.85K	0.01%	305
2025 Q4	$519K	Buy	13,637 +3	+0%	+$117	0.01%	306
2025 Q3	$522K	Sell	13,634 -32	-0.2%	-$1.12K	0.01%	307
2025 Q2	$428K	Buy	+13,666	New	+$356K	0.01%	288

Other funds holding SMHX

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Grimes & Company's SMHX Position: Q2 2026 in Review

Grimes & Company reduced its VanEck Fabless Semiconductor ETF (SMHX) stake by 4.2% in Q2 2026, selling an estimated $31.3K and leaving 12,890 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #273.

Grimes & Company first reported a position in SMHX in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold SMHX as of Q2 2026.

Grimes & Company held 12,890 shares of VanEck Fabless Semiconductor ETF worth $824K as of Q2 2026.
Grimes & Company sold 570 VanEck Fabless Semiconductor ETF shares in Q2 2026, an estimated $31.3K.
VanEck Fabless Semiconductor ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #273 holding.
Grimes & Company first reported a position in VanEck Fabless Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
50 funds tracked by Wall St. Rank held VanEck Fabless Semiconductor ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.