SMART Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

SMART Wealth’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	$269K	Sell	410 -134	-25%	-$73.1K	0.06%	197
2026 Q1	$209K	Sell	544 -651	-54%	-$258K	0.06%	204
2025 Q4	$430K	Sell	1,195 -314	-21%	-$110K	0.13%	119
2025 Q3	$492K	Sell	1,509 -1,174	-44%	-$348K	0.19%	92
2025 Q2	$748K	Buy	2,683 +187	+7%	+$43.4K	0.23%	92
2025 Q1	$528K	Sell	2,496 -268	-10%	-$64.2K	0.19%	95
2024 Q4	$669K	Buy	+2,764	New	+$686K	0.24%	96
2024 Q3	–	Sell	-4,096	Closed	-$1.07M	–	157
2024 Q2	$1.07M	Sell	4,096 -632	-13%	-$148K	0.43%	51
2024 Q1	$1.06M	Buy	+4,728	New	+$951K	0.48%	44

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

SMART Wealth's SMH Position: Q2 2026 in Review

SMART Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 25% in Q2 2026, selling an estimated $73.1K and leaving 410 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #197.

SMART Wealth first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2024. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

SMART Wealth held 410 shares of VanEck Semiconductor ETF worth $269K as of Q2 2026.
SMART Wealth sold 134 VanEck Semiconductor ETF shares in Q2 2026, an estimated $73.1K.
VanEck Semiconductor ETF made up 0.06% of SMART Wealth's portfolio in Q2 2026, its #197 holding.
SMART Wealth first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
SMART Wealth's VanEck Semiconductor ETF position peaked at $1.07M in Q2 2024.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.