Summit Securities Group’s VanEck Semiconductor ETF SMH Stock Holding History

Summit Securities Group’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
2023 Q4	–	Sell	-3,500	Closed	-$507K	–	885
2023 Q3	$507K	Sell	3,500 -10,500	-75%	-$1.59M	0.05%	121
2023 Q2	$2.13M	Buy	14,000 +11,000	+367%	+$1.49M	0.28%	61
2023 Q1	$395K	Sell	3,000 -3,000	-50%	-$360K	0.03%	160
2022 Q4	$609K	Buy	6,000 +2,000	+50%	+$203K	0.02%	211
2022 Q3	$370K	Buy	4,000 +3,000	+300%	+$327K	0.03%	299
2022 Q2	$102K	Buy	+1,000	New	+$116K	0.01%	407
2021 Q1	–	Sell	-484	Closed	-$5.29M	–	754
2020 Q4	$5.29M	Buy	+484	New	+$48K	0.45%	53

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Summit Securities Group's SMH Position: Q1 2026 in Review

Summit Securities Group sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 8,000 shares — an estimated $2.88M sold.

Summit Securities Group first reported a position in SMH in Q4 2019 and held it in 10 quarters. The position peaked at $8.19M in Q4 2020. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Summit Securities Group reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 8,000 VanEck Semiconductor ETF shares in Q1 2026, an estimated $2.88M.
Summit Securities Group first reported a position in VanEck Semiconductor ETF in Q4 2019 and held it in 10 quarters.
Summit Securities Group's VanEck Semiconductor ETF position peaked at $8.19M in Q4 2020.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.