PCS
SMH icon

Private Client Services’s VanEck Semiconductor ETF SMH Stock Holding History

Private Client Services’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
Q3 		$972K Buy
1,596
+227
+17% +$130K 0.26% 78
2026
Q2 		$898K Buy
1,369
+31
+2% +$16.9K 0.24% 86
2026
Q1 		$513K Hold
1,338
– – 0.15% 116
2025
Q4 		$482K Buy
1,338
+5
+0.4% +$1.75K 0.15% 107
2025
Q3 		$435K Sell
1,333
-551
-29% -$163K 0.15% 114
2025
Q2 		$525K Sell
1,884
-179
-9% -$41.5K 0.2% 104
2025
Q1 		$436K Sell
2,063
-1
-0% -$240 0.22% 100
2024
Q4 		$500K Buy
2,064
+23
+1% +$5.71K 0.27% 83
2024
Q3 		$501K Buy
2,041
+191
+10% +$46.4K 0.27% 77
2024
Q2 		$482K Buy
1,850
+199
+12% +$46.7K 0.3% 73
2024
Q1 		$371K Buy
+1,651
New +$332K 0.25% 85

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Private Client Services's SMH Position: Q3 2026 in Review

Private Client Services increased its VanEck Semiconductor ETF (SMH) stake by 17% in Q3 2026, buying an estimated $130K and bringing the position to 1,596 shares worth $972K. The position accounts for 0.26% of the portfolio, ranked #78.

Private Client Services first reported a position in SMH in Q1 2024 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Private Client Services held 1,596 shares of VanEck Semiconductor ETF worth $972K as of Q3 2026.
  • Private Client Services bought 227 VanEck Semiconductor ETF shares in Q3 2026, an estimated $130K.
  • VanEck Semiconductor ETF made up 0.26% of Private Client Services's portfolio in Q3 2026, its #78 holding.
  • Private Client Services first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 11 quarters since.
  • 138 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.