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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

SOA Wealth Advisors's SMH Position: Q1 2026 in Review

SOA Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 4% in Q1 2026, buying an estimated $29.8K and bringing the position to 1,936 shares worth $742K. The position accounts for 0.14% of the portfolio, ranked #88.

SOA Wealth Advisors first reported a position in SMH in Q4 2020 and has held it in 22 quarters since. The position peaked at $815K in Q3 2025. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • SOA Wealth Advisors held 1,936 shares of VanEck Semiconductor ETF worth $742K as of Q1 2026.
  • SOA Wealth Advisors bought 75 VanEck Semiconductor ETF shares in Q1 2026, an estimated $29.8K.
  • VanEck Semiconductor ETF made up 0.14% of SOA Wealth Advisors's portfolio in Q1 2026, its #88 holding.
  • SOA Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's VanEck Semiconductor ETF position peaked at $815K in Q3 2025.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.