Rezny Wealth Management
SMH icon

Rezny Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Rezny Wealth Management’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
Q3 		$56.2M Sell
92,249
-549
-0.6% -$315K 9.65% 3
2026
Q2 		$60.9M Buy
92,798
+1,516
+2% +$827K 10.52% 3
2026
Q1 		$35M Sell
91,282
-4,314
-5% -$1.71M 7.54% 3
2025
Q4 		$34.4M Buy
95,596
+3,065
+3% +$1.08M 6.94% 3
2025
Q3 		$30.2M Sell
92,531
-2,589
-3% -$766K 6.3% 3
2025
Q2 		$26.5M Buy
95,120
+2,022
+2% +$469K 5.98% 3
2025
Q1 		$19.7M Buy
93,098
+1,240
+1% +$297K 5.1% 3
2024
Q4 		$22.2M Buy
91,858
+1,232
+1% +$306K 5.46% 3
2024
Q3 		$22.2M Buy
90,626
+3,466
+4% +$843K 5.61% 3
2024
Q2 		$22.7M Buy
+87,160
New +$20.4M 6.08% 3
2024
Q1 		– Hold
0
– – – 4
2023
Q4 		– Sell
-52,258
Closed -$8.18M – 6
2023
Q3 		$7.58M Buy
52,258
+1,429
+3% +$216K 2.67% 8
2023
Q2 		$7.74M Buy
50,829
+983
+2% +$133K 2.61% 8
2023
Q1 		$6.56M Buy
49,846
+13,250
+36% +$1.59M 2.42% 9
2022
Q4 		$3.71M Buy
36,596
+402
+1% +$40.9K 1.43% 11
2022
Q3 		$3.35M Buy
36,194
+366
+1% +$39.9K 1.36% 11
2022
Q2 		$3.65M Buy
35,828
+9,018
+34% +$1.05M 1.41% 11
2022
Q1 		$3.62M Buy
26,810
+11,380
+74% +$1.56M 1.18% 12
2021
Q4 		$2.38M Buy
15,430
+1,064
+7% +$154K 0.74% 13
2021
Q3 		$1.84M Buy
14,366
+12,718
+772% +$1.68M 0.62% 13
2021
Q2 		$216K Buy
+1,648
New +$204K 0.08% 18

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Rezny Wealth Management's SMH Position: Q3 2026 in Review

Rezny Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 0.59% in Q3 2026, selling an estimated $315K and leaving 92,249 shares worth $56.2M. The position accounts for 9.65% of the portfolio, ranked #3.

Rezny Wealth Management first reported a position in SMH in Q2 2021 and has held it in 20 quarters since. The position peaked at $60.9M in Q2 2026. 1,213 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Rezny Wealth Management held 92,249 shares of VanEck Semiconductor ETF worth $56.2M as of Q3 2026.
  • Rezny Wealth Management sold 549 VanEck Semiconductor ETF shares in Q3 2026, an estimated $315K.
  • VanEck Semiconductor ETF made up 9.65% of Rezny Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Rezny Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 20 quarters since.
  • Rezny Wealth Management's VanEck Semiconductor ETF position peaked at $60.9M in Q2 2026.
  • 1,213 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Rezny Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.