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 Q3	$4.36M	Sell	7,155 -1,512	-17%	-$866K	1.56%	20
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Keystone Global Partners's SMH Position: Q3 2026 in Review

Keystone Global Partners reduced its VanEck Semiconductor ETF (SMH) stake by 17% in Q3 2026, selling an estimated $866K and leaving 7,155 shares worth $4.36M. The position accounts for 1.56% of the portfolio, ranked #20.

Keystone Global Partners first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.68M in Q2 2026. 371 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Keystone Global Partners held 7,155 shares of VanEck Semiconductor ETF worth $4.36M as of Q3 2026.
Keystone Global Partners sold 1,512 VanEck Semiconductor ETF shares in Q3 2026, an estimated $866K.
VanEck Semiconductor ETF made up 1.56% of Keystone Global Partners's portfolio in Q3 2026, its #20 holding.
Keystone Global Partners first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
Keystone Global Partners's VanEck Semiconductor ETF position peaked at $5.68M in Q2 2026.
371 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.