Pinnacle Family Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Pinnacle Family 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 Q1	$282K	Sell	735 -425	-37%	-$169K	0.13%	109
2025 Q4	$418K	Buy	+1,160	New	+$407K	0.18%	86
2025 Q2	–	Sell	-2,304	Closed	-$487K	–	132
2025 Q1	$487K	Buy	+2,304	New	+$552K	0.26%	71
2024 Q3	–	Sell	-13,016	Closed	-$3.39M	–	129
2024 Q2	$3.39M	Buy	+13,016	New	+$3.05M	1.88%	14
2024 Q1	–	Sell	-2,743	Closed	-$480K	–	111
2023 Q4	$480K	Buy	2,743 +596	+28%	+$93.3K	0.28%	54
2023 Q3	$311K	Sell	2,147 -2,223	-51%	-$337K	0.18%	67
2023 Q2	$665K	Buy	+4,370	New	+$590K	0.36%	48

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

Pinnacle Family Advisors's SMH Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 37% in Q1 2026, selling an estimated $169K and leaving 735 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #109.

Pinnacle Family Advisors first reported a position in SMH in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.39M in Q2 2024. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Pinnacle Family Advisors held 735 shares of VanEck Semiconductor ETF worth $282K as of Q1 2026.
Pinnacle Family Advisors sold 425 VanEck Semiconductor ETF shares in Q1 2026, an estimated $169K.
VanEck Semiconductor ETF made up 0.13% of Pinnacle Family Advisors's portfolio in Q1 2026, its #109 holding.
Pinnacle Family Advisors first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 7 quarters since.
Pinnacle Family Advisors's VanEck Semiconductor ETF position peaked at $3.39M in Q2 2024.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.