SWA
SMH icon

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

Stratos 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
2026
Q1 		$487K Buy
1,269
+256
+25% +$102K 0.03% 391
2025
Q4 		$365K Sell
1,013
-3
-0.3% -$1.05K 0.02% 491
2025
Q3 		$332K Buy
1,016
+74
+8% +$21.9K 0.02% 530
2025
Q2 		$263K Buy
+942
New +$218K 0.01% 574
2022
Q3 		– Sell
-4,760
Closed -$485K – 534
2022
Q2 		$485K Buy
4,760
+2,260
+90% +$262K 0.04% 371
2022
Q1 		$337K Sell
2,500
-2,400
-49% -$329K 0.03% 436
2021
Q4 		$757K Buy
4,900
+90
+2% +$13K 0.05% 324
2021
Q3 		$616K Sell
4,810
-258
-5% -$34K 0.05% 320
2021
Q2 		$665K Buy
+5,068
New +$626K 0.06% 309

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return