Legacy Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History

Legacy Advisory Services’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
2025 Q2	–	Sell	-965	Closed	-$204K	–	52
2025 Q1	$204K	Sell	965 -6,783	-88%	-$1.63M	0.17%	49
2024 Q4	$1.88M	Sell	7,748 -74	-0.9%	-$18.4K	1.6%	18
2024 Q3	$1.92M	Buy	7,822 +334	+4%	+$81.2K	1.65%	16
2024 Q2	$1.95M	Sell	7,488 -1,056	-12%	-$248K	1.79%	16
2024 Q1	$1.92M	Buy	8,544 +1,900	+29%	+$382K	1.82%	15
2023 Q4	$1.16M	Buy	+6,644	New	+$1.04M	1.23%	17

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Legacy Advisory Services's SMH Position: Q2 2025 in Review

Legacy Advisory Services sold out of VanEck Semiconductor ETF (SMH) in Q2 2025, closing a stake of 965 shares — an estimated $204K sold.

Legacy Advisory Services first reported a position in SMH in Q4 2023 and held it in 6 quarters. The position peaked at $1.95M in Q2 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Legacy Advisory Services reported no remaining VanEck Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Legacy Advisory Services sold 965 VanEck Semiconductor ETF shares in Q2 2025, an estimated $204K.
Legacy Advisory Services first reported a position in VanEck Semiconductor ETF in Q4 2023 and held it in 6 quarters.
Legacy Advisory Services's VanEck Semiconductor ETF position peaked at $1.95M in Q2 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Legacy Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.