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Kovack Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Kovack 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 		– Sell
-1,500
Closed -$540K – 1095
2025
Q4 		$540K Buy
+1,500
New +$526K 0.03% 569

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Kovack Advisors's SMH Position: Q1 2026 in Review

Kovack Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 4.2% in Q1 2026, selling an estimated $174K and leaving 9,878 shares worth $4.07M. The position accounts for 0.22% of the portfolio, ranked #93.

Kovack Advisors first reported a position in SMH in Q1 2018 and has held it in 11 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Kovack Advisors held 9,878 shares of VanEck Semiconductor ETF worth $4.07M as of Q1 2026.
  • Kovack Advisors sold 438 VanEck Semiconductor ETF shares in Q1 2026, an estimated $174K.
  • VanEck Semiconductor ETF made up 0.22% of Kovack Advisors's portfolio in Q1 2026, its #93 holding.
  • Kovack Advisors first reported a position in VanEck Semiconductor ETF in Q1 2018 and has held it in 11 quarters since.
  • 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.