SteelPeak Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

SteelPeak 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	$2.75M	Sell	4,192 -1,734	-29%	-$946K	0.07%	197
2026 Q1	$2.27M	Sell	5,926 -1,409	-19%	-$559K	0.07%	205
2025 Q4	$2.64M	Sell	7,335 -836	-10%	-$293K	0.09%	167
2025 Q3	$2.67M	Buy	8,171 +176	+2%	+$52.1K	0.09%	179
2025 Q2	$2.23M	Sell	7,995 -512	-6%	-$119K	0.09%	181
2025 Q1	$1.8M	Sell	8,507 -547	-6%	-$131K	0.08%	191
2024 Q4	$2.19M	Sell	9,054 -2,533	-22%	-$628K	0.09%	169
2024 Q3	$2.84M	Buy	11,587 +7,118	+159%	+$1.73M	0.13%	130
2024 Q2	$1.17M	Buy	4,469 +3,310	+286%	+$776K	0.06%	212
2024 Q1	$261K	Buy	1,159 +438	+61%	+$88.1K	0.01%	385
2023 Q4	$126K	Sell	721 -54	-7%	-$8.45K	0.01%	413
2023 Q3	$112K	Sell	775 -76	-9%	-$11.5K	0.01%	397
2023 Q2	$130K	Buy	+851	New	+$115K	0.01%	415

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return