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	$23.4M	Sell	37,700 -6,500	-15%	-$3.55M	7.6%	1
2026 Q1	$200K	Buy	+44,200	New	+$17.6M	0.08%	168

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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. 745 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.
745 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.