RFA
SMH icon

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
Q2 		$744K Sell
1,135
-96
-8% -$52.4K 0.21% 112
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
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

Resurgent Financial Advisors's SMH Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 7.8% in Q2 2026, selling an estimated $52.4K and leaving 1,135 shares worth $744K. The position accounts for 0.21% of the portfolio, ranked #112.

Resurgent Financial Advisors first reported a position in SMH in Q4 2021 and has held it in 19 quarters since. The position peaked at $832K in Q1 2024. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Resurgent Financial Advisors held 1,135 shares of VanEck Semiconductor ETF worth $744K as of Q2 2026.
  • Resurgent Financial Advisors sold 96 VanEck Semiconductor ETF shares in Q2 2026, an estimated $52.4K.
  • VanEck Semiconductor ETF made up 0.21% of Resurgent Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • Resurgent Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's VanEck Semiconductor ETF position peaked at $832K in Q1 2024.
  • 1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

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