Regatta Research & Money Management’s VanEck Semiconductor ETF SMH Stock Holding History

Regatta Research & Money Management’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	$1.46M	Buy	+2,233	New	+$1.22M	1.38%	14

Other funds holding SMH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regatta Research & Money Management's SMH Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 2,233 shares worth $1.46M. The stake represents 1.38% of the portfolio and ranks #14 among its holdings.

1,239 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Regatta Research & Money Management held 2,233 shares of VanEck Semiconductor ETF worth $1.46M as of Q2 2026.
VanEck Semiconductor ETF was a new Regatta Research & Money Management position in Q2 2026.
VanEck Semiconductor ETF made up 1.38% of Regatta Research & Money Management's portfolio in Q2 2026, its #14 holding.
1,239 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.