HBW Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History

HBW Advisory Services’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	$15.6M	Buy	23,791 +3,076	+15%	+$1.68M	1.41%	11
2026 Q1	$7.94M	Buy	20,715 +2,917	+16%	+$1.16M	0.84%	28
2025 Q4	$6.41M	Buy	17,798 +2,913	+20%	+$1.02M	0.7%	30
2025 Q3	$4.86M	Buy	14,885 +4,914	+49%	+$1.45M	0.55%	33
2025 Q2	$2.78M	Buy	9,971 +1,184	+13%	+$275K	0.34%	71
2025 Q1	$1.86M	Buy	8,787 +1,163	+15%	+$279K	0.26%	99
2024 Q4	$1.85M	Sell	7,624 -390	-5%	-$96.8K	0.19%	96
2024 Q3	$1.97M	Sell	8,014 -938	-10%	-$228K	0.29%	90
2024 Q2	$2.33M	Sell	8,952 -110	-1%	-$25.8K	0.39%	84
2024 Q1	$1.58M	Hold	9,062	–	–	0.3%	97
2023 Q4	$1.58M	Sell	9,062 -780	-8%	-$122K	0.3%	97
2023 Q3	$1.43M	Sell	9,842 -93	-0.9%	-$14.1K	0.3%	101
2023 Q2	$1.51M	Sell	9,935 -1,275	-11%	-$172K	0.33%	78
2023 Q1	$1.48M	Buy	+11,210	New	+$1.34M	0.37%	77
2022 Q2	–	Sell	-1,694	Closed	-$228K	–	245
2022 Q1	$228K	Sell	1,694 -9,278	-85%	-$1.27M	0.08%	193
2021 Q4	$1.69M	Sell	10,972 -1,190	-10%	-$172K	0.39%	68
2021 Q3	$1.56M	Buy	12,162 +10,494	+629%	+$1.38M	0.4%	71
2021 Q2	$219K	Buy	+1,668	New	+$206K	0.06%	230
2021 Q1	–	Sell	-23,182	Closed	-$2.53M	–	263
2020 Q4	$2.53M	Buy	+23,182	New	+$2.3M	0.77%	52
2020 Q3	–	Sell	-28,982	Closed	-$2.21M	–	229
2020 Q2	$2.21M	Buy	+28,982	New	+$1.99M	1.03%	34

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

HBW Advisory Services's SMH Position: Q2 2026 in Review

HBW Advisory Services increased its VanEck Semiconductor ETF (SMH) stake by 15% in Q2 2026, buying an estimated $1.68M and bringing the position to 23,791 shares worth $15.6M. The position accounts for 1.41% of the portfolio, ranked #11.

HBW Advisory Services first reported a position in SMH in Q2 2020 and has held it in 20 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

HBW Advisory Services held 23,791 shares of VanEck Semiconductor ETF worth $15.6M as of Q2 2026.
HBW Advisory Services bought 3,076 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.68M.
VanEck Semiconductor ETF made up 1.41% of HBW Advisory Services's portfolio in Q2 2026, its #11 holding.
HBW Advisory Services first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 20 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.