J.W. Burns & Co’s VanEck Semiconductor ETF SMH Stock Holding History

J.W. Burns & Co’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	$354K	Buy	+540	New	+$295K	0.04%	155

Other funds holding SMH

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

J.W. Burns & Co's SMH Position: Q2 2026 in Review

J.W. Burns & Co opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 540 shares worth $354K. The stake represents 0.04% of the portfolio and ranks #155 among its holdings.

248 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

J.W. Burns & Co held 540 shares of VanEck Semiconductor ETF worth $354K as of Q2 2026.
VanEck Semiconductor ETF was a new J.W. Burns & Co position in Q2 2026.
VanEck Semiconductor ETF made up 0.04% of J.W. Burns & Co's portfolio in Q2 2026, its #155 holding.
248 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.