Soltis Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Soltis Investment 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	$801K	Sell	2,090 -21	-1%	-$8.34K	0.05%	255
2025 Q4	$760K	Buy	2,111 +22	+1%	+$7.72K	0.05%	247
2025 Q3	$682K	Buy	2,089 +431	+26%	+$128K	0.05%	258
2025 Q2	$462K	Buy	+1,658	New	+$384K	0.04%	263

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Soltis Investment Advisors's SMH Position: Q1 2026 in Review

Soltis Investment Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 0.99% in Q1 2026, selling an estimated $8.34K and leaving 2,090 shares worth $801K. The position accounts for 0.05% of the portfolio, ranked #255.

Soltis Investment Advisors first reported a position in SMH in Q2 2025 and has held it in 4 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Soltis Investment Advisors held 2,090 shares of VanEck Semiconductor ETF worth $801K as of Q1 2026.
Soltis Investment Advisors sold 21 VanEck Semiconductor ETF shares in Q1 2026, an estimated $8.34K.
VanEck Semiconductor ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #255 holding.
Soltis Investment Advisors first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 4 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.