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Koenig Investment Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

Koenig Investment Advisory’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 		– Sell
-1,339
Closed -$552K – 37
2025
Q4 		$552K Buy
+1,339
New +$470K 0.45% 27

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Koenig Investment Advisory's SMH Position: Q1 2026 in Review

Koenig Investment Advisory sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 1,339 shares — an estimated $552K sold.

Koenig Investment Advisory first reported a position in SMH in Q4 2025 and held it in 1 quarter. The position peaked at $552K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Koenig Investment Advisory reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Koenig Investment Advisory sold 1,339 VanEck Semiconductor ETF shares in Q1 2026, an estimated $552K.
  • Koenig Investment Advisory first reported a position in VanEck Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Koenig Investment Advisory's VanEck Semiconductor ETF position peaked at $552K in Q4 2025.
  • 1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Koenig Investment Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.