KWA
SMH icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
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