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

RMG 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 Q2	$181K	Hold	309	–	–	0.02%	83
2026 Q1	$178K	Hold	309	–	–	0.02%	78
2025 Q4	$124K	Sell	309 -6	-2%	-$2.1K	0.02%	86
2025 Q3	$106K	Buy	315 +74	+31%	+$21.9K	0.02%	83
2025 Q2	$70K	Buy	+241	New	+$55.9K	0.01%	109

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RMG Wealth Management's SMH Position: Q2 2026 in Review

RMG Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 309 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #83.

RMG Wealth Management first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

RMG Wealth Management held 309 shares of VanEck Semiconductor ETF worth $181K as of Q2 2026.
RMG Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.02% of RMG Wealth Management's portfolio in Q2 2026, its #83 holding.
RMG Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.