Sigma Planning Corp’s VanEck Semiconductor ETF SMH Stock Holding History

Sigma Planning Corp’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	$16.2M	Buy	24,678 +274	+1%	+$150K	0.41%	36
2026 Q1	$9.36M	Buy	24,404 +2,274	+10%	+$903K	0.26%	69
2025 Q4	$8.44M	Buy	22,130 +720	+3%	+$253K	0.23%	76
2025 Q3	$6.99M	Buy	21,410 +1,814	+9%	+$537K	0.2%	98
2025 Q2	$5.46M	Sell	19,596 -4,905	-20%	-$1.14M	0.16%	119
2025 Q1	$5.18M	Sell	24,501 -1,052	-4%	-$252K	0.17%	122
2024 Q4	$6.19M	Buy	25,553 +696	+3%	+$173K	0.19%	96
2024 Q3	$6.1M	Sell	24,857 -1,866	-7%	-$454K	0.19%	104
2024 Q2	$6.97M	Buy	26,723 +4,197	+19%	+$984K	0.22%	84
2024 Q1	$5.07M	Buy	22,526 +13,441	+148%	+$2.7M	0.16%	120
2023 Q4	$1.59M	Sell	9,085 -11,876	-57%	-$1.86M	0.12%	174
2023 Q3	$3.04M	Buy	20,961 +5,499	+36%	+$833K	0.11%	177
2023 Q2	$2.35M	Sell	15,462 -2,910	-16%	-$393K	0.08%	253
2023 Q1	$2.42M	Buy	18,372 +10,814	+143%	+$1.3M	0.08%	251
2022 Q4	$767K	Sell	7,558 -808	-10%	-$82.1K	0.03%	587
2022 Q3	$774K	Buy	8,366 +508	+6%	+$55.4K	0.03%	549
2022 Q2	$801K	Sell	7,858 -1,058	-12%	-$123K	0.03%	561
2022 Q1	$1.2M	Sell	8,916 -5,006	-36%	-$686K	0.04%	467
2021 Q4	$2.15M	Buy	13,922 +2,926	+27%	+$423K	0.06%	314
2021 Q3	$1.41M	Buy	10,996 +1,406	+15%	+$185K	0.04%	435
2021 Q2	$1.26M	Buy	9,590 +3,434	+56%	+$424K	0.04%	473
2021 Q1	$750K	Sell	6,156 -1,300	-17%	-$154K	0.02%	605
2020 Q4	$814K	Buy	7,456 +4,674	+168%	+$463K	0.03%	507
2020 Q3	$242K	Sell	2,782 -39,426	-93%	-$3.3M	0.01%	880
2020 Q2	$3.23M	Sell	42,208 -5,712	-12%	-$392K	0.14%	156
2020 Q1	$2.81M	Buy	+47,920	New	+$3.23M	0.17%	137
2019 Q4	–	Sell	-20,484	Closed	-$1.22M	–	1097
2019 Q3	$1.22M	Buy	+20,484	New	+$1.18M	0.06%	326
2019 Q2	–	Sell	-15,654	Closed	-$832K	–	1041
2019 Q1	$832K	Buy	+15,654	New	+$775K	0.05%	359

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

Sigma Planning Corp's SMH Position: Q2 2026 in Review

Sigma Planning Corp increased its VanEck Semiconductor ETF (SMH) stake by 1.1% in Q2 2026, buying an estimated $150K and bringing the position to 24,678 shares worth $16.2M. The position accounts for 0.41% of the portfolio, ranked #36.

Sigma Planning Corp first reported a position in SMH in Q1 2019 and has held it in 28 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Sigma Planning Corp held 24,678 shares of VanEck Semiconductor ETF worth $16.2M as of Q2 2026.
Sigma Planning Corp bought 274 VanEck Semiconductor ETF shares in Q2 2026, an estimated $150K.
VanEck Semiconductor ETF made up 0.41% of Sigma Planning Corp's portfolio in Q2 2026, its #36 holding.
Sigma Planning Corp first reported a position in VanEck Semiconductor ETF in Q1 2019 and has held it in 28 quarters since.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.