Instrumental Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Instrumental Wealth’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	$635K	Buy	969 +9	+0.9%	+$4.91K	0.32%	33
2026 Q1	$368K	Buy	960 +12	+1%	+$4.76K	0.23%	40
2025 Q4	$391K	Buy	948 +76	+9%	+$26.7K	0.23%	41
2025 Q3	$317K	Buy	872 +94	+12%	+$27.8K	0.22%	45
2025 Q2	$226K	Buy	+778	New	+$180K	0.18%	53

Other funds holding SMH

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AIM

Adapt Investment Managers Geneva, Switzerland $12.6B AUM 11.86% 1-Year Est. Return

Instrumental Wealth's SMH Position: Q2 2026 in Review

Instrumental Wealth increased its VanEck Semiconductor ETF (SMH) stake by 0.94% in Q2 2026, buying an estimated $4.91K and bringing the position to 969 shares worth $635K. The position accounts for 0.32% of the portfolio, ranked #33.

Instrumental Wealth first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Instrumental Wealth held 969 shares of VanEck Semiconductor ETF worth $635K as of Q2 2026.
Instrumental Wealth bought 9 VanEck Semiconductor ETF shares in Q2 2026, an estimated $4.91K.
VanEck Semiconductor ETF made up 0.32% of Instrumental Wealth's portfolio in Q2 2026, its #33 holding.
Instrumental Wealth first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
526 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.