Kingswood Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Kingswood Wealth Advisors’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	$11.2M	Buy	17,018 +4,527	+36%	+$2.47M	0.45%	39
2026 Q1	$4.79M	Buy	12,491 +244	+2%	+$96.9K	0.23%	103
2025 Q4	$4.41M	Buy	12,247 +534	+5%	+$187K	0.21%	105
2025 Q3	$3.82M	Sell	11,713 -119	-1%	-$35.2K	0.23%	104
2025 Q2	$3.3M	Buy	11,832 +642	+6%	+$149K	0.26%	88
2025 Q1	$2.37M	Sell	11,190 -2,690	-19%	-$645K	0.22%	112
2024 Q4	$3.36M	Buy	13,880 +2,244	+19%	+$557K	0.25%	82
2024 Q3	$2.86M	Sell	11,636 -1,464	-11%	-$356K	0.2%	116
2024 Q2	$3.42M	Buy	13,100 +3,941	+43%	+$924K	0.31%	70
2024 Q1	$2.06M	Buy	9,159 +23	+0.3%	+$4.62K	0.24%	97
2023 Q4	$1.6M	Buy	9,136 +1,945	+27%	+$304K	0.18%	131
2023 Q3	$1.27M	Buy	7,191 +4,434	+161%	+$672K	0.22%	121
2023 Q2	$420K	Buy	+2,757	New	+$373K	0.13%	155

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

Kingswood Wealth Advisors's SMH Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 36% in Q2 2026, buying an estimated $2.47M and bringing the position to 17,018 shares worth $11.2M. The position accounts for 0.45% of the portfolio, ranked #39.

Kingswood Wealth Advisors first reported a position in SMH in Q2 2023 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Kingswood Wealth Advisors held 17,018 shares of VanEck Semiconductor ETF worth $11.2M as of Q2 2026.
Kingswood Wealth Advisors bought 4,527 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.47M.
VanEck Semiconductor ETF made up 0.45% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Kingswood Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.