Optivise Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$664K Buy
1,012
+178
+21% +$97.1K 0.34% 88
2026
Q1
$320K Buy
834
+65
+8% +$25.8K 0.19% 127
2025
Q4
$277K Sell
769
-83
-10% -$29.1K 0.16% 143
2025
Q3
$278K Buy
852
+47
+6% +$13.9K 0.17% 138
2025
Q2
$224K Sell
805
-299
-27% -$69.3K 0.11% 183
2025
Q1
$233K Buy
+1,104
New +$265K 0.13% 165

Other funds holding SMH

Optivise Advisory Services's SMH Position: Q2 2026 in Review

Optivise Advisory Services increased its VanEck Semiconductor ETF (SMH) stake by 21% in Q2 2026, buying an estimated $97.1K and bringing the position to 1,012 shares worth $664K. The position accounts for 0.34% of the portfolio, ranked #88.

Optivise Advisory Services first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Optivise Advisory Services held 1,012 shares of VanEck Semiconductor ETF worth $664K as of Q2 2026.
  • Optivise Advisory Services bought 178 VanEck Semiconductor ETF shares in Q2 2026, an estimated $97.1K.
  • VanEck Semiconductor ETF made up 0.34% of Optivise Advisory Services's portfolio in Q2 2026, its #88 holding.
  • Optivise Advisory Services first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.