Prosperity Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$1.34M	Buy	3,720 +667	+22%	+$234K	0.45%	41
2025 Q3	$997K	Buy	3,053 +477	+19%	+$141K	0.34%	65
2025 Q2	$718K	Sell	2,576 -373	-13%	-$86.5K	0.27%	85
2025 Q1	$624K	Sell	2,949 -2,043	-41%	-$490K	0.29%	76
2024 Q4	$1.21M	Sell	4,992 -1,835	-27%	-$455K	0.5%	34
2024 Q3	$1.68M	Sell	6,827 -762	-10%	-$185K	0.67%	25
2024 Q2	$1.98M	Buy	7,589 +5,529	+268%	+$1.3M	0.97%	15
2024 Q1	$463K	Buy	2,060 +810	+65%	+$163K	0.22%	83
2023 Q4	$219K	Buy	+1,250	New	+$196K	0.14%	124
2023 Q1	–	Sell	-884	Closed	-$89.8K	–	158
2022 Q4	$89.8K	Buy	+884	New	+$89.9K	0.08%	124

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prosperity Wealth Management's SMH Position: Q4 2025 in Review

Prosperity Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 22% in Q4 2025, buying an estimated $234K and bringing the position to 3,720 shares worth $1.34M. The position accounts for 0.45% of the portfolio, ranked #41.

Prosperity Wealth Management first reported a position in SMH in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.98M in Q2 2024. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

Prosperity Wealth Management held 3,720 shares of VanEck Semiconductor ETF worth $1.34M as of Q4 2025.
Prosperity Wealth Management bought 667 VanEck Semiconductor ETF shares in Q4 2025, an estimated $234K.
VanEck Semiconductor ETF made up 0.45% of Prosperity Wealth Management's portfolio in Q4 2025, its #41 holding.
Prosperity Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 10 quarters since.
Prosperity Wealth Management's VanEck Semiconductor ETF position peaked at $1.98M in Q2 2024.
1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.