OpenArc Corporate Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

OpenArc Corporate Advisory’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	$3.27M	Sell	4,982 -399	-7%	-$218K	0.04%	203
2026 Q1	$2.06M	Sell	5,381 -13	-0.2%	-$5.16K	0.03%	246
2025 Q4	$1.94M	Buy	+5,394	New	+$1.89M	0.03%	222

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

OpenArc Corporate Advisory's SMH Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its VanEck Semiconductor ETF (SMH) stake by 7.4% in Q2 2026, selling an estimated $218K and leaving 4,982 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #203.

OpenArc Corporate Advisory first reported a position in SMH in Q4 2025 and has held it in 3 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

OpenArc Corporate Advisory held 4,982 shares of VanEck Semiconductor ETF worth $3.27M as of Q2 2026.
OpenArc Corporate Advisory sold 399 VanEck Semiconductor ETF shares in Q2 2026, an estimated $218K.
VanEck Semiconductor ETF made up 0.04% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #203 holding.
OpenArc Corporate Advisory first reported a position in VanEck Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.