Mount Yale Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Mount Yale Investment Advisors’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	$931K	Buy	+2,428	New	+$964K	0.02%	539
2025 Q3	–	Sell	-864	Closed	-$241K	–	1464
2025 Q2	$241K	Buy	+864	New	+$200K	0.02%	514
2025 Q1	–	Sell	-931	Closed	-$225K	–	585
2024 Q4	$225K	Buy	+931	New	+$231K	0.02%	509
2024 Q3	–	Sell	-872	Closed	-$227K	–	597
2024 Q2	$227K	Buy	+872	New	+$204K	0.02%	499
2022 Q1	–	Sell	-54	Closed	-$8K	–	498
2021 Q4	$8K	Buy	+54	New	+$7.81K	﹤0.01%	456

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 $445B AUM 25.58% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

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

MIH

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

Mount Yale Investment Advisors's SMH Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 2,428 shares worth $931K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SMH as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SMH in Q4 2021 and has held it in 5 quarters since. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Mount Yale Investment Advisors held 2,428 shares of VanEck Semiconductor ETF worth $931K as of Q1 2026.
VanEck Semiconductor ETF was a new Mount Yale Investment Advisors position in Q1 2026.
VanEck Semiconductor ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #539 holding.
Mount Yale Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 5 quarters since.
1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.