Modern Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Modern Wealth 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	$2.94M	Buy	4,487 +1,369	+44%	+$747K	0.04%	332
2026 Q1	$1.22M	Sell	3,118 -29	-0.9%	-$11.5K	0.02%	381
2025 Q4	$1.13M	Sell	3,147 -734	-19%	-$258K	0.02%	390
2025 Q3	$1.27M	Sell	3,881 -6,163	-61%	-$1.82M	0.03%	344
2025 Q2	$2.8M	Buy	10,044 +329	+3%	+$76.3K	0.07%	227
2025 Q1	$2.05M	Buy	9,715 +883	+10%	+$212K	0.07%	202
2024 Q4	$2.14M	Buy	+8,832	New	+$2.19M	0.08%	173

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Modern Wealth Management's SMH Position: Q2 2026 in Review

Modern Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 44% in Q2 2026, buying an estimated $747K and bringing the position to 4,487 shares worth $2.94M. The position accounts for 0.04% of the portfolio, ranked #332.

Modern Wealth Management first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Modern Wealth Management held 4,487 shares of VanEck Semiconductor ETF worth $2.94M as of Q2 2026.
Modern Wealth Management bought 1,369 VanEck Semiconductor ETF shares in Q2 2026, an estimated $747K.
VanEck Semiconductor ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #332 holding.
Modern Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.