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SOA Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

SOA Wealth Advisors’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 		$1.17M Sell
1,781
-155
-8% -$84.6K 0.2% 79
2026
Q1 		$742K Buy
1,936
+75
+4% +$29.8K 0.14% 88
2025
Q4 		$670K Sell
1,861
-636
-25% -$223K 0.11% 101
2025
Q3 		$815K Buy
2,497
+7
+0.3% +$2.07K 0.14% 94
2025
Q2 		$694K Sell
2,490
-593
-19% -$138K 0.13% 97
2025
Q1 		$652K Buy
3,083
+55
+2% +$13.2K 0.14% 92
2024
Q4 		$733K Buy
3,028
+1,002
+49% +$249K 0.14% 91
2024
Q3 		$497K Buy
2,026
+211
+12% +$51.3K 0.09% 114
2024
Q2 		$473K Buy
1,815
+564
+45% +$132K 0.1% 112
2024
Q1 		$281K Buy
1,251
+446
+55% +$89.7K 0.06% 152
2023
Q4 		$141K Buy
805
+23
+3% +$3.6K 0.03% 204
2023
Q3 		$113K Buy
782
+53
+7% +$8.03K 0.03% 212
2023
Q2 		$111K Buy
729
+181
+33% +$24.5K 0.03% 225
2023
Q1 		$72.2K Hold
548
– – 0.02% 251
2022
Q4 		$55.7K Sell
548
-122
-18% -$12.4K 0.02% 271
2022
Q3 		$62K Hold
670
– – 0.02% 239
2022
Q2 		$68K Hold
670
– – 0.02% 235
2022
Q1 		$90K Hold
670
– – 0.02% 239
2021
Q4 		$104K Hold
670
– – 0.03% 211
2021
Q3 		$85K Hold
670
– – 0.02% 242
2021
Q2 		$87K Hold
670
– – 0.02% 236
2021
Q1 		$81K Buy
670
+332
+98% +$39.3K 0.02% 216
2020
Q4 		$41K Buy
+338
New +$33.5K 0.01% 292

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

SOA Wealth Advisors's SMH Position: Q2 2026 in Review

SOA Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 8% in Q2 2026, selling an estimated $84.6K and leaving 1,781 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #79.

SOA Wealth Advisors first reported a position in SMH in Q4 2020 and has held it in 23 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • SOA Wealth Advisors held 1,781 shares of VanEck Semiconductor ETF worth $1.17M as of Q2 2026.
  • SOA Wealth Advisors sold 155 VanEck Semiconductor ETF shares in Q2 2026, an estimated $84.6K.
  • VanEck Semiconductor ETF made up 0.2% of SOA Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • SOA Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.