Integrity Alliance’s VanEck Semiconductor ETF SMH Stock Holding History

Integrity Alliance’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	$7.14M	Buy	10,885 +983	+10%	+$536K	0.22%	102
2026 Q1	$3.8M	Sell	9,902 -80	-0.8%	-$31.8K	0.14%	132
2025 Q4	$3.59M	Sell	9,982 -1,749	-15%	-$614K	0.13%	140
2025 Q3	$3.83M	Buy	11,731 +5,356	+84%	+$1.59M	0.18%	109
2025 Q2	$1.78M	Sell	6,375 -5,392	-46%	-$1.25M	0.1%	152
2025 Q1	$2.49M	Buy	+11,767	New	+$2.82M	0.1%	161

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

Integrity Alliance's SMH Position: Q2 2026 in Review

Integrity Alliance increased its VanEck Semiconductor ETF (SMH) stake by 9.9% in Q2 2026, buying an estimated $536K and bringing the position to 10,885 shares worth $7.14M. The position accounts for 0.22% of the portfolio, ranked #102.

Integrity Alliance first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Integrity Alliance held 10,885 shares of VanEck Semiconductor ETF worth $7.14M as of Q2 2026.
Integrity Alliance bought 983 VanEck Semiconductor ETF shares in Q2 2026, an estimated $536K.
VanEck Semiconductor ETF made up 0.22% of Integrity Alliance's portfolio in Q2 2026, its #102 holding.
Integrity Alliance first reported a position in VanEck Semiconductor ETF in Q1 2025 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 Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.