Jackson Grant Investment Advisers’s VanEck Semiconductor ETF SMH Stock Holding History

Jackson Grant Investment Advisers’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	$48.1K	Hold	73	–	–	0.01%	202
2026 Q1	$28.1K	Hold	73	–	–	0.01%	240
2025 Q4	$26.4K	Hold	73	–	–	0.01%	242
2025 Q3	$23.9K	Hold	73	–	–	0.01%	244
2025 Q2	$20.4K	Hold	73	–	–	0.01%	229
2025 Q1	$15.5K	Hold	73	–	–	0.01%	239
2024 Q4	$17.7K	Hold	73	–	–	0.01%	232
2024 Q3	$17.9K	Hold	73	–	–	0.01%	241
2024 Q2	$19K	Hold	73	–	–	0.01%	234
2024 Q1	$16.4K	Hold	73	–	–	0.01%	234
2023 Q4	$12.8K	Sell	73 -162	-69%	-$25.4K	0.01%	243
2023 Q3	$34K	Hold	235	–	–	0.02%	188
2023 Q2	$35.7K	Buy	235 +11	+5%	+$1.49K	0.02%	189
2023 Q1	$29.6K	Hold	224	–	–	0.01%	225
2022 Q4	$22.8K	Hold	224	–	–	0.01%	242
2022 Q3	$21K	Hold	224	–	–	0.01%	252
2022 Q2	$23K	Hold	224	–	–	0.01%	255
2022 Q1	$30K	Buy	+224	New	+$30.7K	0.01%	253
2021 Q4	–	Sell	-218	Closed	-$28K	–	294
2021 Q3	$28K	Buy	218 +40	+22%	+$5.27K	0.01%	264
2021 Q2	$23K	Buy	+178	New	+$22K	0.01%	280

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

Jackson Grant Investment Advisers's SMH Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 73 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #202.

Jackson Grant Investment Advisers first reported a position in SMH in Q2 2021 and has held it in 20 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Jackson Grant Investment Advisers held 73 shares of VanEck Semiconductor ETF worth $48.1K as of Q2 2026.
Jackson Grant Investment Advisers left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #202 holding.
Jackson Grant Investment Advisers first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 20 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.