Powell Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Powell Investment 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	$226K	Buy	345 +39	+13%	+$21.3K	0.07%	118
2026 Q1	$117K	Buy	306 +63	+26%	+$25K	0.04%	149
2025 Q4	$87.5K	Buy	243 +63	+35%	+$22.1K	0.03%	150
2025 Q3	$58.7K	Buy	180 +63	+54%	+$18.7K	0.02%	156
2025 Q2	$32.6K	Hold	117	–	–	0.01%	156
2025 Q1	$24.7K	Buy	117 +45	+63%	+$10.8K	0.01%	140
2024 Q4	$17.4K	Hold	72	–	–	0.01%	151
2024 Q3	$17.7K	Sell	72 -396	-85%	-$96.3K	0.01%	146
2024 Q2	$122K	Buy	+468	New	+$110K	0.06%	126

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

Powell Investment Advisors's SMH Position: Q2 2026 in Review

Powell Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 13% in Q2 2026, buying an estimated $21.3K and bringing the position to 345 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #118.

Powell Investment Advisors first reported a position in SMH in Q2 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Powell Investment Advisors held 345 shares of VanEck Semiconductor ETF worth $226K as of Q2 2026.
Powell Investment Advisors bought 39 VanEck Semiconductor ETF shares in Q2 2026, an estimated $21.3K.
VanEck Semiconductor ETF made up 0.07% of Powell Investment Advisors's portfolio in Q2 2026, its #118 holding.
Powell Investment Advisors first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.