Olistico Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Olistico Wealth’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	$11.8K	Sell	18 -13	-42%	-$7.09K	0.01%	239
2026 Q1	$11.9K	Sell	31 -90	-74%	-$35.7K	0.01%	245
2025 Q4	$43.6K	Buy	+121	New	+$42.5K	0.02%	169
2025 Q3	–	Sell	-124	Closed	-$34.6K	–	296
2025 Q2	$34.6K	Hold	124	–	–	0.02%	193
2025 Q1	$26.2K	Hold	124	–	–	0.02%	198
2024 Q4	$30K	Buy	124 +4	+3%	+$992	0.02%	190
2024 Q3	$29.5K	Buy	120 +1	+0.8%	+$243	0.02%	191
2024 Q2	$31K	Buy	+119	New	+$27.9K	0.02%	185

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return