KMG Fiduciary Partners’s VanEck Semiconductor ETF SMH Stock Holding History

KMG Fiduciary 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 Q2	$584K	Sell	891 -1	-0.1%	-$546	0.05%	146
2026 Q1	$342K	Sell	892 -147	-14%	-$58.4K	0.03%	222
2025 Q4	$374K	Sell	1,039 -35	-3%	-$12.3K	0.03%	215
2025 Q3	$351K	Sell	1,074 -320	-23%	-$94.7K	0.02%	252
2025 Q2	$389K	Buy	+1,394	New	+$323K	0.03%	241
2025 Q1	–	Sell	-943	Closed	-$228K	–	290
2024 Q4	$228K	Buy	943 +20	+2%	+$4.96K	0.02%	263
2024 Q3	$227K	Buy	+923	New	+$224K	0.02%	258

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return