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 Q2	$1.75M	Buy	2,673 +245	+10%	+$134K	0.03%	445
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 $1.55T 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

Mount Yale Investment Advisors's SMH Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 10% in Q2 2026, buying an estimated $134K and bringing the position to 2,673 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #445.

Mount Yale Investment Advisors first reported a position in SMH in Q4 2021 and has held it in 6 quarters since. 1,558 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Mount Yale Investment Advisors held 2,673 shares of VanEck Semiconductor ETF worth $1.75M as of Q2 2026.
Mount Yale Investment Advisors bought 245 VanEck Semiconductor ETF shares in Q2 2026, an estimated $134K.
VanEck Semiconductor ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #445 holding.
Mount Yale Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 6 quarters since.
1,558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.