QTR Family Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

QTR Family Wealth’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	$291K	Hold	444	–	–	0.1%	228
2026 Q1	$201K	Sell	444 -96	-18%	-$38.1K	0.08%	278
2025 Q4	$219K	Sell	540 -77	-12%	-$27K	0.1%	252
2025 Q3	$202K	Buy	+617	New	+$183K	0.1%	248

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

QTR Family Wealth's SMH Position: Q2 2026 in Review

QTR Family Wealth held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 444 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #228.

QTR Family Wealth first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

QTR Family Wealth held 444 shares of VanEck Semiconductor ETF worth $291K as of Q2 2026.
QTR Family Wealth left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.1% of QTR Family Wealth's portfolio in Q2 2026, its #228 holding.
QTR Family Wealth first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.