Tradewinds LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Tradewinds LLC’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	–	Sell	-991	Closed	-$357K	–	205
2025 Q4	$357K	Buy	991 +89	+10%	+$31.2K	0.09%	141
2025 Q3	$294K	Buy	+902	New	+$267K	0.07%	163
2025 Q2	–	Sell	-1,357	Closed	-$287K	–	222
2025 Q1	$287K	Sell	1,357 -1,010	-43%	-$242K	0.08%	165
2024 Q4	$592K	Sell	2,367 -3,411	-59%	-$846K	0.16%	108
2024 Q3	$1.42M	Buy	5,778 +462	+9%	+$112K	0.44%	49
2024 Q2	$1.39M	Buy	5,316 +804	+18%	+$189K	0.43%	53
2024 Q1	$94.6M	Buy	+4,512	New	+$907K	45.28%	1

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Tradewinds LLC's SMH Position: Q1 2026 in Review

Tradewinds LLC sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 991 shares — an estimated $357K sold.

Tradewinds LLC first reported a position in SMH in Q1 2024 and held it in 7 quarters. The position peaked at $94.6M in Q1 2024. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Tradewinds LLC reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Tradewinds LLC sold 991 VanEck Semiconductor ETF shares in Q1 2026, an estimated $357K.
Tradewinds LLC first reported a position in VanEck Semiconductor ETF in Q1 2024 and held it in 7 quarters.
Tradewinds LLC's VanEck Semiconductor ETF position peaked at $94.6M in Q1 2024.
1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.