Tucker Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$185K Buy
282
+72
+34% +$39.3K 0.05% 176
2026
Q1
$80.5K Sell
210
-12
-5% -$4.76K 0.02% 200
2025
Q4
$80K Buy
222
+135
+155% +$47.4K 0.02% 228
2025
Q3
$28.4K Buy
+87
New +$25.8K 0.01% 210
2025
Q2
Sell
-81
Closed -$17.1K 340
2025
Q1
$17.1K Buy
81
+13
+19% +$3.12K 0.01% 208
2024
Q4
$16.5K Sell
68
-9
-12% -$2.23K ﹤0.01% 611
2024
Q3
$18.9K Sell
77
-643
-89% -$156K ﹤0.01% 554
2024
Q2
$188K Buy
720
+2
+0.3% +$469 0.04% 170
2024
Q1
$162K Buy
718
+547
+320% +$110K 0.04% 194
2023
Q4
$29.9K Sell
171
-2
-1% -$313 0.01% 444
2023
Q3
$25.1K Sell
173
-4
-2% -$606 0.01% 450
2023
Q2
$26.9K Sell
177
-33
-16% -$4.46K 0.01% 357
2023
Q1
$27.6K Buy
210
+28
+15% +$3.36K 0.01% 347
2022
Q4
$18.5K Sell
182
-2
-1% -$203 0.01% 258
2022
Q3
$17.4K Buy
+184
New +$20.1K 0.01% 263

Other funds holding SMH

Tucker Asset Management's SMH Position: Q2 2026 in Review

Tucker Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 34% in Q2 2026, buying an estimated $39.3K and bringing the position to 282 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #176.

Tucker Asset Management first reported a position in SMH in Q3 2022 and has held it in 15 quarters since. The position peaked at $188K in Q2 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Tucker Asset Management held 282 shares of VanEck Semiconductor ETF worth $185K as of Q2 2026.
  • Tucker Asset Management bought 72 VanEck Semiconductor ETF shares in Q2 2026, an estimated $39.3K.
  • VanEck Semiconductor ETF made up 0.05% of Tucker Asset Management's portfolio in Q2 2026, its #176 holding.
  • Tucker Asset Management first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 15 quarters since.
  • Tucker Asset Management's VanEck Semiconductor ETF position peaked at $188K in Q2 2024.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.