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KWM
Kingsview Wealth Management’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Kingsview Wealth Management’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
Q1
$15.2M
Sell
39,662
-14,837
-27%
-$5.89M
0.21%
96
2025
Q4
$19.6M
Buy
54,499
+19,207
+54%
+$6.74M
0.28%
69
2025
Q3
$11.5M
Sell
35,292
-39
-0.1%
-$11.5K
0.18%
106
2025
Q2
$9.85M
Buy
35,331
+279
+0.8%
+$64.7K
0.17%
110
2025
Q1
$7.41M
Buy
35,052
+12,007
+52%
+$2.88M
0.14%
160
2024
Q4
$5.58M
Buy
23,045
+305
+1%
+$75.7K
0.11%
189
2024
Q3
$5.58M
Buy
22,740
+1,106
+5%
+$269K
0.12%
182
2024
Q2
$5.64M
Buy
21,634
+5,570
+35%
+$1.31M
0.13%
169
2024
Q1
$3.61M
Buy
+16,064
New
+$3.23M
0.09%
214
2022
Q2
–
Sell
-8,906
Closed
-$1.2M
–
912
2022
Q1
$1.2M
Buy
8,906
+6,060
+213%
+$830K
0.05%
337
2021
Q4
$439K
Sell
2,846
-50
-2%
-$7.23K
0.02%
612
2021
Q3
$371K
Sell
2,896
-5,100
-64%
-$672K
0.02%
623
2021
Q2
$1.03M
Buy
+7,996
New
+$987K
0.05%
372
Other funds holding SMH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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