Jackson Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Jackson Wealth Management’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	$1.71M	Sell	2,611 -47,559	-95%	-$25.9M	1.01%	19
2026 Q1	$19.2M	Buy	50,170 +11,847	+31%	+$4.7M	1.98%	12
2025 Q4	$13.8M	Buy	38,323 +432	+1%	+$152K	1.34%	19
2025 Q3	$12.4M	Buy	37,891 +174	+0.5%	+$51.5K	1.24%	23
2025 Q2	$10.5M	Sell	37,717 -107	-0.3%	-$24.8K	1.14%	20
2025 Q1	$8M	Buy	37,824 +12,194	+48%	+$2.92M	0.97%	26
2024 Q4	$6.21M	Buy	25,630 +1,768	+7%	+$439K	0.7%	38
2024 Q3	$5.86M	Buy	23,862 +11,034	+86%	+$2.68M	0.7%	41
2024 Q2	$3.34M	Sell	12,828 -12,101	-49%	-$2.84M	0.72%	38
2024 Q1	$5.61M	Sell	24,929 -311	-1%	-$62.5K	0.7%	39
2023 Q4	$4.41M	Sell	25,240 -881	-3%	-$138K	0.58%	41
2023 Q3	$3.79M	Buy	26,121 +13	+0%	+$1.97K	0.54%	40
2023 Q2	$3.98M	Buy	+26,108	New	+$3.53M	0.58%	39

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 Wealth Management's SMH Position: Q2 2026 in Review

Jackson Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 95% in Q2 2026, selling an estimated $25.9M and leaving 2,611 shares worth $1.71M. The position accounts for 1.01% of the portfolio, ranked #19.

Jackson Wealth Management first reported a position in SMH in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.2M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Jackson Wealth Management held 2,611 shares of VanEck Semiconductor ETF worth $1.71M as of Q2 2026.
Jackson Wealth Management sold 47,559 VanEck Semiconductor ETF shares in Q2 2026, an estimated $25.9M.
VanEck Semiconductor ETF made up 1.01% of Jackson Wealth Management's portfolio in Q2 2026, its #19 holding.
Jackson Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
Jackson Wealth Management's VanEck Semiconductor ETF position peaked at $19.2M in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.