Pinnacle Wealth Planning Services’s VanEck Semiconductor ETF SMH Stock Holding History

Pinnacle Wealth Planning Services’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	$478K	Hold	785	–	–	0.05%	243
2026 Q2	$515K	Hold	785	–	–	0.05%	221
2026 Q1	$301K	Hold	785	–	–	0.03%	336
2025 Q4	$283K	Hold	785	–	–	0.03%	348
2025 Q3	$256K	Hold	785	–	–	0.03%	370
2025 Q2	$219K	Buy	+785	New	+$182K	0.03%	394

Other funds holding SMH

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 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

Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its VanEck Semiconductor ETF (SMH) position steady in Q3 2026 at 785 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #243.

Pinnacle Wealth Planning Services first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. The position peaked at $515K in Q2 2026. 622 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Pinnacle Wealth Planning Services held 785 shares of VanEck Semiconductor ETF worth $478K as of Q3 2026.
Pinnacle Wealth Planning Services left its VanEck Semiconductor ETF share count unchanged in Q3 2026.
VanEck Semiconductor ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #243 holding.
Pinnacle Wealth Planning Services first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's VanEck Semiconductor ETF position peaked at $515K in Q2 2026.
622 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.