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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Realta Investment Advisors's SMH Position: Q2 2026 in Review

Realta Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 14% in Q2 2026, selling an estimated $6.55K and leaving 71 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #272.

Realta Investment Advisors first reported a position in SMH in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.71M in Q1 2022. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Realta Investment Advisors held 71 shares of VanEck Semiconductor ETF worth $46.8K as of Q2 2026.
  • Realta Investment Advisors sold 12 VanEck Semiconductor ETF shares in Q2 2026, an estimated $6.55K.
  • VanEck Semiconductor ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • Realta Investment Advisors first reported a position in VanEck Semiconductor ETF in Q2 2019 and has held it in 26 quarters since.
  • Realta Investment Advisors's VanEck Semiconductor ETF position peaked at $2.71M in Q1 2022.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.