MWP
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Momentum Wealth Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Momentum Wealth Planning’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
Q4 		– Sell
-28,210
Closed -$9.21M – 45
2025
Q3 		$9.21M Buy
+28,210
New +$8.35M 7.16% 3

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Momentum Wealth Planning's SMH Position: Q4 2025 in Review

Momentum Wealth Planning sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 28,210 shares — an estimated $9.21M sold.

Momentum Wealth Planning first reported a position in SMH in Q3 2025 and held it in 1 quarter. The position peaked at $9.21M in Q3 2025. 1,208 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • Momentum Wealth Planning reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Momentum Wealth Planning sold 28,210 VanEck Semiconductor ETF shares in Q4 2025, an estimated $9.21M.
  • Momentum Wealth Planning first reported a position in VanEck Semiconductor ETF in Q3 2025 and held it in 1 quarter.
  • Momentum Wealth Planning's VanEck Semiconductor ETF position peaked at $9.21M in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Momentum Wealth Planning's 13F filing for Q4 2025, filed 28 Jan 2026.