RIA
SMH icon

Realta Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Realta Investment Advisors’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 		$20.3K Sell
33
-38
-54% -$21.8K 0.01% 292
2026
Q2 		$46.8K Sell
71
-12
-14% -$6.55K 0.01% 272
2026
Q1 		$31.9K Hold
83
– – 0.01% 262
2025
Q4 		$30K Hold
83
– – 0.01% 260
2025
Q3 		$27.2K Buy
83
+38
+84% +$11.3K 0.01% 252
2025
Q2 		$12.6K Hold
45
– – 0.01% 265
2025
Q1 		$9.56K Sell
45
-38
-46% -$9.11K ﹤0.01% 276
2024
Q4 		$21K Sell
83
-1,073
-93% -$266K 0.01% 278
2024
Q3 		$302K Sell
1,156
-8,533
-88% -$2.07M 0.14% 142
2024
Q2 		$2.53M Buy
9,689
+2,835
+41% +$665K 0.49% 36
2024
Q1 		$1.54M Buy
6,854
+1,122
+20% +$226K 0.32% 73
2023
Q4 		$1M Sell
5,732
-20
-0.3% -$3.13K 0.23% 115
2023
Q3 		$876K Sell
5,752
-120
-2% -$18.2K 0.2% 118
2023
Q2 		$894K Buy
5,872
+3,528
+151% +$477K 0.2% 122
2023
Q1 		$309K Sell
2,344
-4,232
-64% -$507K 0.08% 285
2022
Q4 		$667K Sell
6,576
-1,918
-23% -$195K 0.16% 147
2022
Q3 		$786K Buy
8,494
+490
+6% +$53.4K 0.21% 124
2022
Q2 		$784K Sell
8,004
-12,090
-60% -$1.4M 0.19% 125
2022
Q1 		$2.71M Buy
20,094
+15,362
+325% +$2.1M 0.54% 29
2021
Q4 		$731K Buy
4,732
+920
+24% +$133K 0.16% 153
2021
Q3 		$488K Buy
3,812
+418
+12% +$55.1K 0.12% 205
2021
Q2 		$445K Buy
3,394
+476
+16% +$58.8K 0.11% 225
2021
Q1 		$355K Buy
2,918
+638
+28% +$75.6K 0.09% 252
2020
Q4 		$249K Buy
+2,280
New +$226K 0.07% 272
2020
Q1 		– Sell
-2,546
Closed -$170K – 1216
2019
Q4 		$170K Sell
2,546
-174
-6% -$11.4K 0.05% 367
2019
Q3 		$162K Buy
2,720
+2,380
+700% +$138K 0.04% 374
2019
Q2 		$19K Buy
+340
New +$18.5K 0.01% 952

Other funds holding SMH

RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Realta Investment Advisors's SMH Position: Q3 2026 in Review

Realta Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 54% in Q3 2026, selling an estimated $21.8K and leaving 33 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #292.

Realta Investment Advisors first reported a position in SMH in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.71M in Q1 2022. 231 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Realta Investment Advisors held 33 shares of VanEck Semiconductor ETF worth $20.3K as of Q3 2026.
  • Realta Investment Advisors sold 38 VanEck Semiconductor ETF shares in Q3 2026, an estimated $21.8K.
  • VanEck Semiconductor ETF made up 0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #292 holding.
  • Realta Investment Advisors first reported a position in VanEck Semiconductor ETF in Q2 2019 and has held it in 27 quarters since.
  • Realta Investment Advisors's VanEck Semiconductor ETF position peaked at $2.71M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.