New England Professional Planning Group’s VanEck Semiconductor ETF SMH Stock Holding History

New England Professional Planning 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	$317K	Buy	+484	New	+$264K	0.12%	33
2024 Q4	–	Sell	-845	Closed	-$207K	–	53
2024 Q3	$207K	Sell	845 -1,360	-62%	-$331K	0.1%	47
2024 Q2	$575K	Hold	2,205	–	–	0.3%	15
2024 Q1	$496K	Hold	2,205	–	–	0.26%	18
2023 Q4	$386K	Buy	+2,205	New	+$345K	0.22%	22

Other funds holding SMH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New England Professional Planning Group's SMH Position: Q2 2026 in Review

New England Professional Planning Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 484 shares worth $317K. The stake represents 0.12% of the portfolio and ranks #33 among its holdings. This is a return to the name: New England Professional Planning Group previously reported a position in SMH as recently as Q3 2024.

New England Professional Planning Group first reported a position in SMH in Q4 2023 and has held it in 5 quarters since. The position peaked at $575K in Q2 2024. 861 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

New England Professional Planning Group held 484 shares of VanEck Semiconductor ETF worth $317K as of Q2 2026.
VanEck Semiconductor ETF was a new New England Professional Planning Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.12% of New England Professional Planning Group's portfolio in Q2 2026, its #33 holding.
New England Professional Planning Group first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 5 quarters since.
New England Professional Planning Group's VanEck Semiconductor ETF position peaked at $575K in Q2 2024.
861 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.