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 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

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return