KFS
SMH icon

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
Q3 		$6.3M Sell
10,339
-658
-6% -$377K 2.48% 13
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Kaizen Financial Strategies's SMH Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its VanEck Semiconductor ETF (SMH) stake by 6% in Q3 2026, selling an estimated $377K and leaving 10,339 shares worth $6.3M. The position accounts for 2.48% of the portfolio, ranked #13.

Kaizen Financial Strategies first reported a position in SMH in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.82M in Q2 2026. 85 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Kaizen Financial Strategies held 10,339 shares of VanEck Semiconductor ETF worth $6.3M as of Q3 2026.
  • Kaizen Financial Strategies sold 658 VanEck Semiconductor ETF shares in Q3 2026, an estimated $377K.
  • VanEck Semiconductor ETF made up 2.48% of Kaizen Financial Strategies's portfolio in Q3 2026, its #13 holding.
  • Kaizen Financial Strategies first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's VanEck Semiconductor ETF position peaked at $6.82M in Q2 2026.
  • 85 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.