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Kaizen Financial Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

Kaizen Financial Strategies’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 		$6.82M Buy
10,997
+87
+0.8% +$47.5K 2.22% 13
2026
Q1 		$4.96M Buy
10,910
+1,382
+15% +$549K 2.1% 11
2025
Q4 		$3.43M Buy
9,528
+5
+0.1% +$1.75K 1.51% 16
2025
Q3 		$3.34M Sell
9,523
-1,988
-17% -$589K 1.51% 15
2025
Q2 		$3.21M Sell
11,511
-80
-0.7% -$18.6K 1.63% 15
2025
Q1 		$2.45M Buy
11,591
+244
+2% +$58.5K 1.41% 17
2024
Q4 		$2.75M Sell
11,347
-328
-3% -$81.4K 1.56% 17
2024
Q3 		$2.87M Buy
11,675
+925
+9% +$225K 1.66% 15
2024
Q2 		$2.47M Buy
10,750
+564
+6% +$132K 1.54% 17
2024
Q1 		$2.29M Sell
10,186
-2,075
-17% -$417K 1.55% 17
2023
Q4 		$2.14M Sell
12,261
-530
-4% -$83K 1.62% 17
2023
Q3 		$1.85M Buy
12,791
+3,164
+33% +$479K 1.57% 18
2023
Q2 		$1.49M Buy
9,627
+355
+4% +$48K 1.27% 17
2023
Q1 		$1.22M Sell
9,272
-4,010
-30% -$481K 1.2% 20
2022
Q4 		$1.5M Sell
13,282
-926
-7% -$94.1K 1.48% 21
2022
Q3 		$1.31M Buy
14,208
+2,114
+17% +$230K 1.33% 23
2022
Q2 		$1.23M Sell
12,094
-354
-3% -$41.1K 1.22% 25
2022
Q1 		$1.68M Buy
12,448
+1,008
+9% +$138K 1.32% 23
2021
Q4 		$1.77M Buy
11,440
+5,606
+96% +$811K 1.32% 19
2021
Q3 		$748K Buy
+5,834
New +$768K 0.6% 51
2021
Q1 		$964K Buy
+7,918
New +$938K 0.92% 37

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Kaizen Financial Strategies's SMH Position: Q2 2026 in Review

Kaizen Financial Strategies increased its VanEck Semiconductor ETF (SMH) stake by 0.8% in Q2 2026, buying an estimated $47.5K and bringing the position to 10,997 shares worth $6.82M. The position accounts for 2.22% of the portfolio, ranked #13.

Kaizen Financial Strategies first reported a position in SMH in Q1 2021 and has held it in 21 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Kaizen Financial Strategies held 10,997 shares of VanEck Semiconductor ETF worth $6.82M as of Q2 2026.
  • Kaizen Financial Strategies bought 87 VanEck Semiconductor ETF shares in Q2 2026, an estimated $47.5K.
  • VanEck Semiconductor ETF made up 2.22% of Kaizen Financial Strategies's portfolio in Q2 2026, its #13 holding.
  • Kaizen Financial Strategies first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.