Tactive Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Tactive 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 Q2	$4.81M	Buy	7,340 +195	+3%	+$106K	1.19%	20
2026 Q1	$2.74M	Buy	7,145 +407	+6%	+$162K	0.77%	34
2025 Q4	$2.43M	Buy	6,738 +11	+0.2%	+$3.86K	0.71%	40
2025 Q3	$2.2M	Buy	6,727 +78	+1%	+$23.1K	0.62%	44
2025 Q2	$1.85M	Buy	+6,649	New	+$1.54M	0.6%	45
2024 Q1	$2.63M	Buy	11,685 +6,820	+140%	+$1.37M	1.4%	21
2023 Q4	$851K	Buy	4,865 +3,034	+166%	+$475K	0.55%	32
2023 Q3	$265K	Sell	1,831 -950	-34%	-$144K	0.23%	53
2023 Q2	$423K	Sell	2,781 -1,681	-38%	-$227K	0.32%	41
2023 Q1	$587K	Buy	+4,462	New	+$535K	0.44%	28

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Tactive Advisors's SMH Position: Q2 2026 in Review

Tactive Advisors increased its VanEck Semiconductor ETF (SMH) stake by 2.7% in Q2 2026, buying an estimated $106K and bringing the position to 7,340 shares worth $4.81M. The position accounts for 1.19% of the portfolio, ranked #20.

Tactive Advisors first reported a position in SMH in Q1 2023 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Tactive Advisors held 7,340 shares of VanEck Semiconductor ETF worth $4.81M as of Q2 2026.
Tactive Advisors bought 195 VanEck Semiconductor ETF shares in Q2 2026, an estimated $106K.
VanEck Semiconductor ETF made up 1.19% of Tactive Advisors's portfolio in Q2 2026, its #20 holding.
Tactive Advisors first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.