Optima Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Optima Capital’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	–	Sell	-36	Closed	-$13.1K	–	1107
2025 Q4	$13.1K	Buy	+36	New	+$12.6K	0.01%	488

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

Optima Capital's SMH Position: Q1 2026 in Review

Optima Capital sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 36 shares — an estimated $13.1K sold.

Optima Capital first reported a position in SMH in Q4 2025 and held it in 1 quarter. The position peaked at $13.1K in Q4 2025. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Optima Capital reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 36 VanEck Semiconductor ETF shares in Q1 2026, an estimated $13.1K.
Optima Capital first reported a position in VanEck Semiconductor ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's VanEck Semiconductor ETF position peaked at $13.1K in Q4 2025.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.