High Net Worth Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

High Net Worth Advisory 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	$243K	Buy	+371	New	+$202K	0.05%	227
2022 Q4	–	Sell	-180	Closed	-$17K	–	686
2022 Q3	$17K	Hold	180	–	–	0.01%	476
2022 Q2	$18K	Hold	180	–	–	0.01%	471
2022 Q1	$24K	Buy	+180	New	+$24.7K	0.01%	430

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

High Net Worth Advisory Group's SMH Position: Q2 2026 in Review

High Net Worth Advisory Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 371 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings. This is a return to the name: High Net Worth Advisory Group previously reported a position in SMH as recently as Q3 2022.

High Net Worth Advisory Group first reported a position in SMH in Q1 2022 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

High Net Worth Advisory Group held 371 shares of VanEck Semiconductor ETF worth $243K as of Q2 2026.
VanEck Semiconductor ETF was a new High Net Worth Advisory Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #227 holding.
High Net Worth Advisory Group first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 4 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.