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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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.