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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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

Plotkin Financial Advisors's SMH Position: Q1 2026 in Review

Plotkin Financial Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 0.28% in Q1 2026, selling an estimated $40.5K and leaving 36,448 shares worth $14M. The position accounts for 7.02% of the portfolio, ranked #2.

Plotkin Financial Advisors first reported a position in SMH in Q4 2019 and has held it in 26 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Plotkin Financial Advisors held 36,448 shares of VanEck Semiconductor ETF worth $14M as of Q1 2026.
  • Plotkin Financial Advisors sold 102 VanEck Semiconductor ETF shares in Q1 2026, an estimated $40.5K.
  • VanEck Semiconductor ETF made up 7.02% of Plotkin Financial Advisors's portfolio in Q1 2026, its #2 holding.
  • Plotkin Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.