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Strategies Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Strategies 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
2025
Q4 		– Sell
-1,842
Closed -$601K – 194
2025
Q3 		$601K Buy
1,842
+110
+6% +$32.6K 0.06% 90
2025
Q2 		$483K Buy
+1,732
New +$402K 0.05% 105

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategies Wealth Advisors's SMH Position: Q4 2025 in Review

Strategies Wealth Advisors sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 1,842 shares — an estimated $601K sold.

Strategies Wealth Advisors first reported a position in SMH in Q2 2025 and held it in 2 quarters. The position peaked at $601K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • Strategies Wealth Advisors reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,842 VanEck Semiconductor ETF shares in Q4 2025, an estimated $601K.
  • Strategies Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2025 and held it in 2 quarters.
  • Strategies Wealth Advisors's VanEck Semiconductor ETF position peaked at $601K in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Strategies Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.