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Principle Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Principle Wealth Partners’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 		$41.2M Buy
62,788
+5,939
+10% +$3.24M 2.03% 10
2026
Q1 		$21.8M Sell
56,849
-1,853
-3% -$736K 1.25% 16
2025
Q4 		$21.1M Sell
58,702
-6,470
-10% -$2.27M 1.19% 16
2025
Q3 		$21.3M Buy
65,172
+1,259
+2% +$373K 1.23% 14
2025
Q2 		$17.8M Sell
63,913
-6,782
-10% -$1.57M 1.11% 15
2025
Q1 		$15M Buy
70,695
+8,863
+14% +$2.12M 1.07% 22
2024
Q4 		$15M Buy
61,832
+1,208
+2% +$300K 1.05% 22
2024
Q3 		$14.9M Buy
60,624
+11,938
+25% +$2.9M 1.05% 25
2024
Q2 		$12.7M Buy
48,686
+14,856
+44% +$3.48M 0.97% 23
2024
Q1 		$7.61M Buy
33,830
+5,579
+20% +$1.12M 0.59% 45
2023
Q4 		$4.94M Buy
28,251
+519
+2% +$81.2K 0.43% 57
2023
Q3 		$4.02M Buy
27,732
+834
+3% +$126K 0.4% 66
2023
Q2 		$4.1M Buy
26,898
+670
+3% +$90.5K 0.41% 58
2023
Q1 		$3.45M Buy
26,228
+562
+2% +$67.4K 0.37% 64
2022
Q4 		$2.6M Buy
+25,666
New +$2.61M 0.3% 84
2022
Q3 		– Sell
-17,668
Closed -$1.8M – 303
2022
Q2 		$1.8M Buy
17,668
+9,454
+115% +$1.1M 0.22% 98
2022
Q1 		$1.11M Buy
8,214
+4,984
+154% +$683K 0.12% 128
2021
Q4 		$499K Buy
+3,230
New +$467K 0.05% 209

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Principle Wealth Partners's SMH Position: Q2 2026 in Review

Principle Wealth Partners increased its VanEck Semiconductor ETF (SMH) stake by 10% in Q2 2026, buying an estimated $3.24M and bringing the position to 62,788 shares worth $41.2M. The position accounts for 2.03% of the portfolio, ranked #10.

Principle Wealth Partners first reported a position in SMH in Q4 2021 and has held it in 18 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Principle Wealth Partners held 62,788 shares of VanEck Semiconductor ETF worth $41.2M as of Q2 2026.
  • Principle Wealth Partners bought 5,939 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.24M.
  • VanEck Semiconductor ETF made up 2.03% of Principle Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Principle Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.