U.S. Capital Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

U.S. Capital Wealth 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 Q1	$14.5M	Buy	37,697 +5,921	+19%	+$2.35M	0.36%	60
2025 Q4	$11.4M	Sell	31,776 -5,540	-15%	-$1.94M	0.3%	75
2025 Q3	$12.2M	Sell	37,316 -203	-0.5%	-$60.1K	0.33%	70
2025 Q2	$10.5M	Buy	37,519 +808	+2%	+$187K	0.31%	79
2025 Q1	$7.76M	Buy	36,711 +5,923	+19%	+$1.42M	0.24%	109
2024 Q4	$7.46M	Buy	30,788 +3,165	+11%	+$785K	0.23%	106
2024 Q3	$6.78M	Buy	27,623 +464	+2%	+$113K	0.24%	95
2024 Q2	$7.08M	Buy	27,159 +23,543	+651%	+$5.52M	0.27%	85
2024 Q1	$814K	Buy	3,616 +47	+1%	+$9.45K	0.03%	377
2023 Q4	$624K	Sell	3,569 -54	-1%	-$8.45K	0.02%	408
2023 Q3	$525K	Sell	3,623 -838	-19%	-$127K	0.02%	424
2023 Q2	$679K	Buy	4,461 +527	+13%	+$71.2K	0.03%	392
2023 Q1	$518K	Sell	3,934 -604	-13%	-$72.4K	0.02%	422
2022 Q4	$460K	Buy	4,538 +74	+2%	+$7.52K	0.02%	469
2022 Q3	$413K	Buy	4,464 +524	+13%	+$57.1K	0.02%	477
2022 Q2	$401K	Sell	3,940 -242	-6%	-$28.1K	0.02%	508
2022 Q1	$564K	Buy	+4,182	New	+$573K	0.02%	490

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

U.S. Capital Wealth Advisors's SMH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 19% in Q1 2026, buying an estimated $2.35M and bringing the position to 37,697 shares worth $14.5M. The position accounts for 0.36% of the portfolio, ranked #60.

U.S. Capital Wealth Advisors first reported a position in SMH in Q1 2022 and has held it in 17 quarters since. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

U.S. Capital Wealth Advisors held 37,697 shares of VanEck Semiconductor ETF worth $14.5M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,921 VanEck Semiconductor ETF shares in Q1 2026, an estimated $2.35M.
VanEck Semiconductor ETF made up 0.36% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #60 holding.
U.S. Capital Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 17 quarters since.
1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.