Plotkin Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Plotkin Financial 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	$22M	Sell	33,547 -2,901	-8%	-$1.58M	9.13%	2
2026 Q1	$14M	Sell	36,448 -102	-0.3%	-$40.5K	7.02%	2
2025 Q4	$13.2M	Buy	36,550 +391	+1%	+$137K	6.42%	3
2025 Q3	$11.8M	Buy	36,159 +727	+2%	+$215K	5.83%	4
2025 Q2	$9.88M	Sell	35,432 -103	-0.3%	-$23.9K	5.45%	5
2025 Q1	$7.51M	Buy	35,535 +551	+2%	+$132K	4.62%	6
2024 Q4	$8.47M	Buy	34,984 +196	+0.6%	+$48.6K	5.03%	5
2024 Q3	$8.54M	Sell	34,788 -827	-2%	-$201K	5.11%	5
2024 Q2	$9.28M	Sell	35,615 -285	-0.8%	-$66.8K	5.97%	4
2024 Q1	$8.08M	Buy	35,900 +718	+2%	+$144K	5.35%	4
2023 Q4	$6.15M	Buy	35,182 +42	+0.1%	+$6.57K	4.68%	6
2023 Q3	$5.09M	Sell	35,140 -1,118	-3%	-$169K	4.48%	8
2023 Q2	$5.52M	Sell	36,258 -1,950	-5%	-$263K	4.59%	7
2023 Q1	$5.03M	Sell	38,208 -1,518	-4%	-$182K	4.68%	7
2022 Q4	$4.03M	Sell	39,726 -4,180	-10%	-$425K	4.09%	8
2022 Q3	$4.06M	Buy	43,906 +4	+0%	+$436	4.11%	9
2022 Q2	$4.47M	Sell	43,902 -818	-2%	-$95K	4.25%	9
2022 Q1	$6.03M	Buy	44,720 +7,076	+19%	+$969K	4.21%	8
2021 Q4	$5.81M	Sell	37,644 -6,274	-14%	-$907K	3.67%	9
2021 Q3	$5.63M	Buy	43,918 +5,928	+16%	+$781K	3.35%	10
2021 Q2	$4.98M	Sell	37,990 -912	-2%	-$113K	2.76%	11
2021 Q1	$4.74M	Buy	38,902 +13,660	+54%	+$1.62M	2.9%	12
2020 Q4	$2.76M	Buy	25,242 +10,718	+74%	+$1.06M	1.82%	17
2020 Q3	$1.27M	Sell	14,524 -4,000	-22%	-$335K	1.39%	21
2020 Q2	$1.42M	Buy	18,524 +2,600	+16%	+$179K	1.2%	20
2020 Q1	$933K	Buy	15,924 +110	+0.7%	+$7.42K	1.13%	23
2019 Q4	$1.12M	Buy	+15,814	New	+$1.04M	1.04%	26

Other funds holding SMH

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Plotkin Financial Advisors's SMH Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 8% in Q2 2026, selling an estimated $1.58M and leaving 33,547 shares worth $22M. The position accounts for 9.13% of the portfolio, ranked #2.

Plotkin Financial Advisors first reported a position in SMH in Q4 2019 and has held it in 27 quarters since. 1,554 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Plotkin Financial Advisors held 33,547 shares of VanEck Semiconductor ETF worth $22M as of Q2 2026.
Plotkin Financial Advisors sold 2,901 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.58M.
VanEck Semiconductor ETF made up 9.13% of Plotkin Financial Advisors's portfolio in Q2 2026, its #2 holding.
Plotkin Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 27 quarters since.
1,554 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.