MGO Private Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

MGO Private 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
2026 Q1	–	Sell	-904	Closed	-$326K	–	52
2025 Q4	$326K	Sell	904 -20	-2%	-$7.02K	0.2%	50
2025 Q3	$302K	Sell	924 -34	-4%	-$10.1K	0.18%	56
2025 Q2	$267K	Buy	958 +4	+0.4%	+$927	0.17%	54
2025 Q1	$202K	Buy	954 +60	+7%	+$14.4K	0.14%	55
2024 Q4	$217K	Buy	+894	New	+$222K	0.15%	57

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

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

MGO Private Wealth's SMH Position: Q1 2026 in Review

MGO Private Wealth sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 904 shares — an estimated $326K sold.

MGO Private Wealth first reported a position in SMH in Q4 2024 and held it in 5 quarters. The position peaked at $326K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

MGO Private Wealth reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 904 VanEck Semiconductor ETF shares in Q1 2026, an estimated $326K.
MGO Private Wealth first reported a position in VanEck Semiconductor ETF in Q4 2024 and held it in 5 quarters.
MGO Private Wealth's VanEck Semiconductor ETF position peaked at $326K in Q4 2025.
1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.