RIA
SMH icon

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

Regal 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 		$4.53M Sell
6,900
-2
-0% -$1.09K 0.24% 110
2026
Q1 		$2.65M Buy
6,902
+143
+2% +$56.8K 0.15% 162
2025
Q4 		$2.43M Sell
6,759
-3,087
-31% -$1.08M 0.15% 162
2025
Q3 		$3.21M Buy
9,846
+4,011
+69% +$1.19M 0.21% 130
2025
Q2 		$1.63M Sell
5,835
-469
-7% -$109K 0.12% 177
2025
Q1 		$1.33M Sell
6,304
-1,171
-16% -$281K 0.11% 186
2024
Q4 		$1.81M Sell
7,475
-2,515
-25% -$624K 0.14% 169
2024
Q3 		$2.45M Buy
9,990
+1,219
+14% +$296K 0.17% 150
2024
Q2 		$2.29M Buy
8,771
+1,203
+16% +$282K 0.15% 158
2024
Q1 		$1.7M Buy
7,568
+551
+8% +$111K 0.12% 192
2023
Q4 		$1.23M Buy
7,017
+325
+5% +$50.9K 0.09% 205
2023
Q3 		$970K Buy
6,692
+3,349
+100% +$507K 0.08% 212
2023
Q2 		$509K Buy
+3,343
New +$452K 0.04% 292
2021
Q1 		– Sell
-5,054
Closed -$552K – 358
2020
Q4 		$552K Buy
+5,054
New +$501K 0.06% 269
2020
Q3 		– Sell
-3,252
Closed -$248K – 237
2020
Q2 		$248K Buy
+3,252
New +$223K 0.05% 268
2015
Q3 		– Sell
-48
Closed -$1K – 1100
2015
Q2 		$1K Hold
48
– – ﹤0.01% 897
2015
Q1 		$1K Sell
48
-2,966
-98% -$82K ﹤0.01% 948
2014
Q4 		$82K Sell
3,014
-2,796
-48% -$72.8K 0.02% 337
2014
Q3 		$148K Buy
+5,810
New +$147K 0.04% 256

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

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

Regal Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 0.03% in Q2 2026, selling an estimated $1.09K and leaving 6,900 shares worth $4.53M. The position accounts for 0.24% of the portfolio, ranked #110.

Regal Investment Advisors first reported a position in SMH in Q3 2014 and has held it in 19 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Regal Investment Advisors held 6,900 shares of VanEck Semiconductor ETF worth $4.53M as of Q2 2026.
  • Regal Investment Advisors sold 2 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.09K.
  • VanEck Semiconductor ETF made up 0.24% of Regal Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Regal Investment Advisors first reported a position in VanEck Semiconductor ETF in Q3 2014 and has held it in 19 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.