Triad Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Triad Wealth Partners’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	-724	Closed	-$236K	–	477
2025 Q3	$236K	Buy	+724	New	+$214K	0.03%	329
2024 Q3	–	Sell	-42	Closed	-$10.9K	–	765
2024 Q2	$10.9K	Buy	+42	New	+$9.85K	0.01%	445

Other funds holding SMH

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Triad Wealth Partners's SMH Position: Q4 2025 in Review

Triad Wealth Partners sold out of VanEck Semiconductor ETF (SMH) in Q4 2025, closing a stake of 724 shares — an estimated $236K sold.

Triad Wealth Partners first reported a position in SMH in Q2 2024 and held it in 2 quarters. The position peaked at $236K in Q3 2025. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

Triad Wealth Partners reported no remaining VanEck Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Triad Wealth Partners sold 724 VanEck Semiconductor ETF shares in Q4 2025, an estimated $236K.
Triad Wealth Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's VanEck Semiconductor ETF position peaked at $236K in Q3 2025.
1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Triad Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.