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Principal Securities’s VanEck Semiconductor ETF SMH Stock Holding History

Principal Securities’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 		$11.2M Sell
29,194
-3,983
-12% -$1.58M 0.16% 119
2025
Q4 		$11.9M Buy
33,177
+367
+1% +$129K 0.18% 106
2025
Q3 		$10.7M Buy
32,810
+1,757
+6% +$520K 0.18% 105
2025
Q2 		$8.66M Buy
31,053
+8,471
+38% +$1.96M 0.16% 120
2025
Q1 		$5.47M Buy
22,582
+80
+0.4% +$19.2K 0.12% 160
2024
Q4 		$5.45M Buy
22,502
+2,022
+10% +$502K 0.12% 158
2024
Q3 		$5.03M Sell
20,480
-1,385
-6% -$337K 0.12% 167
2024
Q2 		$5.7M Buy
21,865
+9,735
+80% +$2.28M 0.16% 118
2024
Q1 		$2.73M Buy
12,130
+7,392
+156% +$1.49M 0.09% 227
2023
Q4 		$829K Buy
+4,738
New +$742K 0.03% 464

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return