PDS Planning’s VanEck Semiconductor ETF SMH Stock Holding History

PDS Planning’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 Q3	$353K	Buy	+579	New	+$332K	0.02%	398

Other funds holding SMH

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PDS Planning's SMH Position: Q3 2026 in Review

PDS Planning opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 579 shares worth $353K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings.

839 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

PDS Planning held 579 shares of VanEck Semiconductor ETF worth $353K as of Q3 2026.
VanEck Semiconductor ETF was a new PDS Planning position in Q3 2026.
VanEck Semiconductor ETF made up 0.02% of PDS Planning's portfolio in Q3 2026, its #398 holding.
839 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.