Marks Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Marks Wealth’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 Q3	–	Sell	-68,859	Closed	-$19.2M	–	32
2025 Q2	$19.2M	Buy	+68,859	New	+$16M	6.23%	7
2024 Q4	–	Sell	-60,560	Closed	-$14.9M	–	24
2024 Q3	$14.9M	Sell	60,560 -79,977	-57%	-$19.4M	6.38%	6
2024 Q2	$36.6M	Buy	+140,537	New	+$33M	16.17%	3
2022 Q2	–	Sell	-2,646	Closed	-$357K	–	28
2022 Q1	$357K	Sell	2,646 -1,136	-30%	-$156K	0.11%	28
2021 Q4	$584K	Sell	3,782 -60	-2%	-$8.68K	0.18%	20
2021 Q3	$492K	Sell	3,842 -235,584	-98%	-$31M	0.16%	21
2021 Q2	$31.4M	Buy	239,426 +1,496	+0.6%	+$185K	10.59%	1
2021 Q1	$29M	Buy	237,930 +46,928	+25%	+$5.56M	9.52%	1
2020 Q4	$20.9M	Buy	+191,002	New	+$18.9M	7.24%	4

Other funds holding SMH

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Marks Wealth's SMH Position: Q3 2025 in Review

Marks Wealth sold out of VanEck Semiconductor ETF (SMH) in Q3 2025, closing a stake of 68,859 shares — an estimated $19.2M sold.

Marks Wealth first reported a position in SMH in Q4 2020 and held it in 9 quarters. The position peaked at $36.6M in Q2 2024. 1,062 funds tracked by Wall St. Rank hold SMH as of Q3 2025.

Marks Wealth reported no remaining VanEck Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
Marks Wealth sold 68,859 VanEck Semiconductor ETF shares in Q3 2025, an estimated $19.2M.
Marks Wealth first reported a position in VanEck Semiconductor ETF in Q4 2020 and held it in 9 quarters.
Marks Wealth's VanEck Semiconductor ETF position peaked at $36.6M in Q2 2024.
1,062 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2025.

Based on Marks Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.