SFS
SMH icon

Sowell Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

Sowell Financial Services’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 		$33.6M Buy
51,206
+6,169
+14% +$3.37M 1.1% 12
2026
Q1 		$17.3M Buy
45,037
+4,670
+12% +$1.85M 0.64% 24
2025
Q4 		$14.5M Sell
40,367
-3,273
-8% -$1.15M 0.53% 32
2025
Q3 		$14.2M Sell
43,640
-6,321
-13% -$1.87M 0.55% 30
2025
Q2 		$13.9M Sell
49,961
-3,301
-6% -$765K 0.57% 27
2025
Q1 		$11.3M Buy
53,262
+3,789
+8% +$908K 0.51% 34
2024
Q4 		$12M Buy
49,473
+10,223
+26% +$2.54M 0.63% 31
2024
Q3 		$9.63M Sell
39,250
-2,868
-7% -$697K 0.45% 47
2024
Q2 		$11M Buy
42,118
+14,313
+51% +$3.36M 0.52% 41
2024
Q1 		$6.26M Sell
27,805
-160
-0.6% -$32.2K 0.3% 83
2023
Q4 		$4.89M Buy
27,965
+11,514
+70% +$1.8M 0.26% 96
2023
Q3 		$2.38M Buy
16,451
+14
+0.1% +$2.12K 0.15% 158
2023
Q2 		$2.5M Buy
16,437
+2,911
+22% +$393K 0.14% 172
2023
Q1 		$1.78M Buy
+13,526
New +$1.62M 0.14% 177
2021
Q2 		– Sell
-18,538
Closed -$2.23M – 2373
2021
Q1 		$2.23M Buy
18,538
+4,238
+30% +$502K 0.08% 225
2020
Q4 		$1.56M Sell
14,300
-12,914
-47% -$1.28M 0.07% 246
2020
Q3 		$2.37M Buy
27,214
+3,568
+15% +$299K 0.12% 155
2020
Q2 		$1.81M Sell
23,646
-15,860
-40% -$1.09M 0.1% 187
2020
Q1 		$2.31M Buy
39,506
+36,448
+1,192% +$2.46M 0.17% 135
2019
Q4 		$216K Sell
3,058
-8,408
-73% -$551K 0.02% 687
2019
Q3 		$683K Buy
+11,466
New +$663K 0.06% 328

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

Sowell Financial Services's SMH Position: Q2 2026 in Review

Sowell Financial Services increased its VanEck Semiconductor ETF (SMH) stake by 14% in Q2 2026, buying an estimated $3.37M and bringing the position to 51,206 shares worth $33.6M. The position accounts for 1.1% of the portfolio, ranked #12.

Sowell Financial Services first reported a position in SMH in Q3 2019 and has held it in 21 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Sowell Financial Services held 51,206 shares of VanEck Semiconductor ETF worth $33.6M as of Q2 2026.
  • Sowell Financial Services bought 6,169 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.37M.
  • VanEck Semiconductor ETF made up 1.1% of Sowell Financial Services's portfolio in Q2 2026, its #12 holding.
  • Sowell Financial Services first reported a position in VanEck Semiconductor ETF in Q3 2019 and has held it in 21 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.