Seelaus Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Seelaus Asset 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	$438K	Sell	720 -200	-22%	-$115K	0.32%	98
2026 Q2	$603K	Hold	920	–	–	0.42%	61
2026 Q1	$353K	Buy	920 +75	+9%	+$29.8K	0.25%	118
2025 Q4	$304K	Hold	845	–	–	0.24%	120
2025 Q3	$276K	Buy	845 +50	+6%	+$14.8K	0.22%	130
2025 Q2	$222K	Buy	+795	New	+$184K	0.2%	147

Other funds holding SMH

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Seelaus Asset Management's SMH Position: Q3 2026 in Review

Seelaus Asset Management reduced its VanEck Semiconductor ETF (SMH) stake by 22% in Q3 2026, selling an estimated $115K and leaving 720 shares worth $438K. The position accounts for 0.32% of the portfolio, ranked #98.

Seelaus Asset Management first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. The position peaked at $603K in Q2 2026. 164 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Seelaus Asset Management held 720 shares of VanEck Semiconductor ETF worth $438K as of Q3 2026.
Seelaus Asset Management sold 200 VanEck Semiconductor ETF shares in Q3 2026, an estimated $115K.
VanEck Semiconductor ETF made up 0.32% of Seelaus Asset Management's portfolio in Q3 2026, its #98 holding.
Seelaus Asset Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
Seelaus Asset Management's VanEck Semiconductor ETF position peaked at $603K in Q2 2026.
164 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Seelaus Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.