Resurgent Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Resurgent Financial 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 Q1	$472K	Buy	1,231 +9	+0.7%	+$3.57K	0.17%	143
2025 Q4	$440K	Sell	1,222 -329	-21%	-$115K	0.22%	131
2025 Q3	$506K	Sell	1,551 -300	-16%	-$88.8K	0.25%	120
2025 Q2	$516K	Buy	1,851 +99	+6%	+$23K	0.28%	106
2025 Q1	$370K	Sell	1,752 -72	-4%	-$17.3K	0.22%	124
2024 Q4	$442K	Sell	1,824 -49	-3%	-$12.2K	0.26%	108
2024 Q3	$460K	Buy	1,873 +30	+2%	+$7.29K	0.27%	111
2024 Q2	$480K	Sell	1,843 -1,854	-50%	-$435K	0.3%	104
2024 Q1	$832K	Buy	3,697 +1,424	+63%	+$286K	0.44%	64
2023 Q4	$397K	Sell	2,273 -1,468	-39%	-$230K	0.24%	108
2023 Q3	$542K	Buy	3,741 +19	+0.5%	+$2.88K	0.37%	71
2023 Q2	$567K	Sell	3,722 -390	-9%	-$52.7K	0.37%	70
2023 Q1	$541K	Sell	4,112 -560	-12%	-$67.1K	0.36%	71
2022 Q4	$474K	Buy	4,672 +956	+26%	+$97.2K	0.25%	97
2022 Q3	$343K	Buy	3,716 +406	+12%	+$44.3K	0.23%	120
2022 Q2	$337K	Sell	3,310 -180	-5%	-$20.9K	0.22%	124
2022 Q1	$471K	Buy	3,490 +2,010	+136%	+$275K	0.29%	92
2021 Q4	$229K	Buy	+1,480	New	+$214K	0.18%	109

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Resurgent Financial Advisors's SMH Position: Q1 2026 in Review

Resurgent Financial Advisors increased its VanEck Semiconductor ETF (SMH) stake by 0.74% in Q1 2026, buying an estimated $3.57K and bringing the position to 1,231 shares worth $472K. The position accounts for 0.17% of the portfolio, ranked #143.

Resurgent Financial Advisors first reported a position in SMH in Q4 2021 and has held it in 18 quarters since. The position peaked at $832K in Q1 2024. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Resurgent Financial Advisors held 1,231 shares of VanEck Semiconductor ETF worth $472K as of Q1 2026.
Resurgent Financial Advisors bought 9 VanEck Semiconductor ETF shares in Q1 2026, an estimated $3.57K.
VanEck Semiconductor ETF made up 0.17% of Resurgent Financial Advisors's portfolio in Q1 2026, its #143 holding.
Resurgent Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 18 quarters since.
Resurgent Financial Advisors's VanEck Semiconductor ETF position peaked at $832K in Q1 2024.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.