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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
2022
Q1 		– Sell
-2,000
Closed -$296K – 497
2021
Q4 		$296K Buy
+2,000
New +$289K 0.03% 375

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
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.