MRA Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

MRA Advisory Group’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	$645K	Sell	984 -83	-8%	-$45.3K	0.23%	71
2026 Q1	$409K	Sell	1,067 -32	-3%	-$12.7K	0.17%	80
2025 Q4	$396K	Sell	1,099 -246	-18%	-$86.3K	0.17%	79
2025 Q3	$439K	Buy	1,345 +25	+2%	+$7.4K	0.19%	69
2025 Q2	$368K	Sell	1,320 -13,282	-91%	-$3.08M	0.17%	84
2025 Q1	$3.09M	Buy	14,602 +1,394	+11%	+$334K	1.65%	14
2024 Q4	$3.2M	Buy	13,208 +1,325	+11%	+$329K	1.69%	16
2024 Q3	$2.92M	Buy	+11,883	New	+$2.89M	1.59%	16

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

MRA Advisory Group's SMH Position: Q2 2026 in Review

MRA Advisory Group reduced its VanEck Semiconductor ETF (SMH) stake by 7.8% in Q2 2026, selling an estimated $45.3K and leaving 984 shares worth $645K. The position accounts for 0.23% of the portfolio, ranked #71.

MRA Advisory Group first reported a position in SMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.2M in Q4 2024. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

MRA Advisory Group held 984 shares of VanEck Semiconductor ETF worth $645K as of Q2 2026.
MRA Advisory Group sold 83 VanEck Semiconductor ETF shares in Q2 2026, an estimated $45.3K.
VanEck Semiconductor ETF made up 0.23% of MRA Advisory Group's portfolio in Q2 2026, its #71 holding.
MRA Advisory Group first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
MRA Advisory Group's VanEck Semiconductor ETF position peaked at $3.2M in Q4 2024.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.