Mutual Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Mutual 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 Q3	–	Sell	-400	Closed	-$3K	–	934
2022 Q2	$3K	Buy	+400	New	+$46.5K	﹤0.01%	840

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 $377B AUM 19.32% 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 $235B AUM 32.99% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Mutual Advisors's SMH Position: Q1 2026 in Review

Mutual Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 18% in Q1 2026, selling an estimated $2.45M and leaving 28,356 shares worth $10.9M. The position accounts for 0.23% of the portfolio, ranked #79.

Mutual Advisors first reported a position in SMH in Q1 2020 and has held it in 23 quarters since. The position peaked at $12.5M in Q3 2025. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Mutual Advisors held 28,356 shares of VanEck Semiconductor ETF worth $10.9M as of Q1 2026.
Mutual Advisors sold 6,172 VanEck Semiconductor ETF shares in Q1 2026, an estimated $2.45M.
VanEck Semiconductor ETF made up 0.23% of Mutual Advisors's portfolio in Q1 2026, its #79 holding.
Mutual Advisors first reported a position in VanEck Semiconductor ETF in Q1 2020 and has held it in 23 quarters since.
Mutual Advisors's VanEck Semiconductor ETF position peaked at $12.5M in Q3 2025.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.