Keystone Global Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Keystone Global Partners’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	$5.68M	Buy	8,667 +4,035	+87%	+$2.2M	2.15%	15
2026 Q1	$1.78M	Buy	4,632 +740	+19%	+$294K	0.79%	28
2025 Q4	$1.4M	Buy	+3,892	New	+$1.37M	0.62%	31
2025 Q3	–	Sell	-6	Closed	-$1.67K	–	136
2025 Q2	$1.67K	Buy	+6	New	+$1.39K	﹤0.01%	140

Other funds holding SMH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Keystone Global Partners's SMH Position: Q2 2026 in Review

Keystone Global Partners increased its VanEck Semiconductor ETF (SMH) stake by 87% in Q2 2026, buying an estimated $2.2M and bringing the position to 8,667 shares worth $5.68M. The position accounts for 2.15% of the portfolio, ranked #15.

Keystone Global Partners first reported a position in SMH in Q2 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Keystone Global Partners held 8,667 shares of VanEck Semiconductor ETF worth $5.68M as of Q2 2026.
Keystone Global Partners bought 4,035 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.2M.
VanEck Semiconductor ETF made up 2.15% of Keystone Global Partners's portfolio in Q2 2026, its #15 holding.
Keystone Global Partners first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
281 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.