Oxford Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Oxford Financial Group’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
2025 Q4	–	Sell	-5,650	Closed	-$1.84M	–	302
2025 Q3	$1.84M	Hold	5,650	–	–	0.1%	62
2025 Q2	$1.58M	Hold	5,650	–	–	0.09%	61
2025 Q1	$1.19M	Hold	5,650	–	–	0.08%	70
2024 Q4	$1.37M	Hold	5,650	–	–	0.09%	69
2024 Q3	$1.39M	Sell	5,650 -300	-5%	-$72.9K	0.09%	71
2024 Q2	$1.55M	Buy	+5,950	New	+$1.4M	0.1%	69

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oxford Financial Group's SMH Position: Q4 2025 in Review

Oxford Financial Group sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 5,650 shares — an estimated $1.84M sold.

Oxford Financial Group first reported a position in SMH in Q2 2024 and held it in 6 quarters. The position peaked at $1.84M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

Oxford Financial Group reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Oxford Financial Group sold 5,650 VanEck Semiconductor ETF shares in Q4 2025, an estimated $1.84M.
Oxford Financial Group first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 6 quarters.
Oxford Financial Group's VanEck Semiconductor ETF position peaked at $1.84M in Q3 2025.
1,207 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.