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Opal Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Opal Wealth 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
2026
Q1 		$73.6K Buy
+192
New +$76.2K 0.02% 329
2025
Q3 		– Sell
-254
Closed -$70.8K – 486
2025
Q2 		$70.8K Buy
+254
New +$58.9K 0.02% 321
2024
Q2 		– Sell
-43
Closed -$9.68K – 1248
2024
Q1 		$9.68K Buy
+43
New +$8.65K ﹤0.01% 246

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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

Opal Wealth Advisors's SMH Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 192 shares worth $73.6K. The stake represents 0.02% of the portfolio and ranks #329 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SMH as recently as Q2 2025.

Opal Wealth Advisors first reported a position in SMH in Q1 2024 and has held it in 3 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Opal Wealth Advisors held 192 shares of VanEck Semiconductor ETF worth $73.6K as of Q1 2026.
  • VanEck Semiconductor ETF was a new Opal Wealth Advisors position in Q1 2026.
  • VanEck Semiconductor ETF made up 0.02% of Opal Wealth Advisors's portfolio in Q1 2026, its #329 holding.
  • Opal Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.