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Pacific Excel Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Pacific Excel 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
Q2 		– Sell
-610
Closed -$234K – 304
2026
Q1 		$234K Buy
+610
New +$242K 0.25% 125

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Pacific Excel Wealth Advisors's SMH Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 610 shares — an estimated $234K sold.

Pacific Excel Wealth Advisors first reported a position in SMH in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 610 VanEck Semiconductor ETF shares in Q2 2026, an estimated $234K.
  • Pacific Excel Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's VanEck Semiconductor ETF position peaked at $234K in Q1 2026.
  • 1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.