LIG
SMHX

Lokken Investment Group’s VanEck Fabless Semiconductor ETF SMHX Stock Holding History

Lokken Investment Group’s Portfolio SMHX Stock Details SMHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.16M Buy
56,451
+1,284
+2% +$44.8K 0.74% 34
2025
Q2 		$1.73M Sell
55,167
-14,445
-21% -$376K 0.67% 38
2025
Q1 		$1.63M Buy
69,612
+13,012
+23% +$362K 0.69% 38
2024
Q4 		$1.66M Buy
+56,600
New +$1.57M 0.72% 35

Other funds holding SMHX

BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lokken Investment Group's SMHX Position: Q3 2025 in Review

Lokken Investment Group increased its VanEck Fabless Semiconductor ETF (SMHX) stake by 2.3% in Q3 2025, buying an estimated $44.8K and bringing the position to 56,451 shares worth $2.16M. The position accounts for 0.74% of the portfolio, ranked #34.

Lokken Investment Group first reported a position in SMHX in Q4 2024 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold SMHX as of Q3 2025.

  • Lokken Investment Group held 56,451 shares of VanEck Fabless Semiconductor ETF worth $2.16M as of Q3 2025.
  • Lokken Investment Group bought 1,284 VanEck Fabless Semiconductor ETF shares in Q3 2025, an estimated $44.8K.
  • VanEck Fabless Semiconductor ETF made up 0.74% of Lokken Investment Group's portfolio in Q3 2025, its #34 holding.
  • Lokken Investment Group first reported a position in VanEck Fabless Semiconductor ETF in Q4 2024 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held VanEck Fabless Semiconductor ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.