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

Purus 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
2026 Q2	$2.24M	Buy	3,412 +199	+6%	+$109K	0.62%	38
2026 Q1	$1.23M	Sell	3,213 -22	-0.7%	-$8.73K	0.39%	57
2025 Q4	$1.17M	Buy	3,235 +141	+5%	+$49.5K	0.36%	55
2025 Q3	$1.01M	Buy	3,094 +223	+8%	+$66K	0.32%	61
2025 Q2	$801K	Buy	2,871 +69	+2%	+$16K	0.28%	66
2025 Q1	$593K	Buy	2,802 +569	+25%	+$136K	0.25%	67
2024 Q4	$541K	Sell	2,233 -65	-3%	-$16.1K	0.21%	69
2024 Q3	$564K	Buy	2,298 +547	+31%	+$133K	0.24%	62
2024 Q2	$456K	Buy	1,751 +103	+6%	+$24.2K	0.2%	67
2024 Q1	$371K	Hold	1,648	–	–	0.18%	75
2023 Q4	$288K	Sell	1,648 -90	-5%	-$14.1K	0.17%	95
2023 Q3	$252K	Sell	1,738 -50	-3%	-$7.57K	0.17%	98
2023 Q2	$272K	Sell	1,788 -260	-13%	-$35.1K	0.18%	96
2023 Q1	$270K	Buy	2,048 +50	+3%	+$6K	0.21%	94
2022 Q4	$203K	Buy	+1,998	New	+$203K	0.18%	103

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