Howard Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Howard Financial 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	$1.33M	Buy	2,021 +164	+9%	+$89.5K	0.13%	72
2026 Q1	$712K	Buy	1,857 +963	+108%	+$382K	0.08%	105
2025 Q4	$322K	Buy	894 +3	+0.3%	+$1.05K	0.04%	151
2025 Q3	$291K	Buy	891 +6	+0.7%	+$1.78K	0.04%	153
2025 Q2	$247K	Buy	+885	New	+$205K	0.03%	155
2025 Q1	–	Sell	-1,224	Closed	-$297K	–	195
2024 Q4	$297K	Buy	+1,224	New	+$304K	0.04%	149

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

Howard Financial Services's SMH Position: Q2 2026 in Review

Howard Financial Services increased its VanEck Semiconductor ETF (SMH) stake by 8.8% in Q2 2026, buying an estimated $89.5K and bringing the position to 2,021 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #72.

Howard Financial Services first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Howard Financial Services held 2,021 shares of VanEck Semiconductor ETF worth $1.33M as of Q2 2026.
Howard Financial Services bought 164 VanEck Semiconductor ETF shares in Q2 2026, an estimated $89.5K.
VanEck Semiconductor ETF made up 0.13% of Howard Financial Services's portfolio in Q2 2026, its #72 holding.
Howard Financial Services first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.