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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
2023
Q3 		– Sell
-600
Closed -$3.38K – 519
2023
Q2 		$3.38K Buy
+600
New +$81.1K ﹤0.01% 504

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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. 1,298 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.
  • 1,298 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.