KFA Private Wealth Group’s VanEck Semiconductor ETF SMH Stock Holding History

KFA Private Wealth Group’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	$340K	Sell	519 -521	-50%	-$284K	0.08%	108
2026 Q1	$399K	Buy	1,040 +44	+4%	+$17.5K	0.1%	99
2025 Q4	$359K	Sell	996 -2	-0.2%	-$702	0.09%	106
2025 Q3	$326K	Sell	998 -113	-10%	-$33.5K	0.09%	100
2025 Q2	$310K	Sell	1,111 -38	-3%	-$8.81K	0.1%	100
2025 Q1	$243K	Buy	+1,149	New	+$275K	0.09%	101

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

KFA Private Wealth Group's SMH Position: Q2 2026 in Review

KFA Private Wealth Group reduced its VanEck Semiconductor ETF (SMH) stake by 50% in Q2 2026, selling an estimated $284K and leaving 519 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #108.

KFA Private Wealth Group first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. The position peaked at $399K in Q1 2026. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

KFA Private Wealth Group held 519 shares of VanEck Semiconductor ETF worth $340K as of Q2 2026.
KFA Private Wealth Group sold 521 VanEck Semiconductor ETF shares in Q2 2026, an estimated $284K.
VanEck Semiconductor ETF made up 0.08% of KFA Private Wealth Group's portfolio in Q2 2026, its #108 holding.
KFA Private Wealth Group first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
KFA Private Wealth Group's VanEck Semiconductor ETF position peaked at $399K in Q1 2026.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.