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Strategic Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Strategic Wealth Partners’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 		$9.41M Buy
24,554
+1,341
+6% +$532K 0.65% 56
2025
Q4 		$8.36M Sell
23,213
-3,160
-12% -$1.11M 0.57% 53
2025
Q3 		$8.61M Buy
26,373
+614
+2% +$182K 0.64% 52
2025
Q2 		$7.18M Buy
+25,759
New +$5.97M 0.57% 59

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

Strategic Wealth Partners's SMH Position: Q1 2026 in Review

Strategic Wealth Partners increased its VanEck Semiconductor ETF (SMH) stake by 5.8% in Q1 2026, buying an estimated $532K and bringing the position to 24,554 shares worth $9.41M. The position accounts for 0.65% of the portfolio, ranked #56.

Strategic Wealth Partners 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.

  • Strategic Wealth Partners held 24,554 shares of VanEck Semiconductor ETF worth $9.41M as of Q1 2026.
  • Strategic Wealth Partners bought 1,341 VanEck Semiconductor ETF shares in Q1 2026, an estimated $532K.
  • VanEck Semiconductor ETF made up 0.65% of Strategic Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.