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TritonPoint Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

TritonPoint Wealth’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 		$1M Sell
1,528
-935
-38% -$510K 0.1% 127
2026
Q1 		$944K Hold
2,463
– – 0.1% 124
2025
Q4 		$887K Buy
2,463
+531
+27% +$186K 0.09% 133
2025
Q3 		$631K Buy
1,932
+250
+15% +$74K 0.05% 196
2025
Q2 		$469K Sell
1,682
-800
-32% -$185K 0.04% 222
2025
Q1 		$525K Buy
+2,482
New +$595K 0.05% 209
2024
Q4 		– Sell
-887
Closed -$220K – 346
2024
Q3 		$220K Buy
+887
New +$216K 0.02% 311

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

TritonPoint Wealth's SMH Position: Q2 2026 in Review

TritonPoint Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 38% in Q2 2026, selling an estimated $510K and leaving 1,528 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #127.

TritonPoint Wealth first reported a position in SMH in Q3 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • TritonPoint Wealth held 1,528 shares of VanEck Semiconductor ETF worth $1M as of Q2 2026.
  • TritonPoint Wealth sold 935 VanEck Semiconductor ETF shares in Q2 2026, an estimated $510K.
  • VanEck Semiconductor ETF made up 0.1% of TritonPoint Wealth's portfolio in Q2 2026, its #127 holding.
  • TritonPoint Wealth first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.