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Unique Wealth Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

Unique Wealth Strategies’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 		$253K Buy
+385
New +$210K 0.09% 198
2024
Q3 		– Sell
-213
Closed -$47.9K – 593
2024
Q2 		$47.9K Buy
+213
New +$49.9K 0.02% 237

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Unique Wealth Strategies's SMH Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 385 shares worth $253K. The stake represents 0.09% of the portfolio and ranks #198 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in SMH as recently as Q2 2024.

Unique Wealth Strategies first reported a position in SMH in Q2 2024 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Unique Wealth Strategies held 385 shares of VanEck Semiconductor ETF worth $253K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Unique Wealth Strategies position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.09% of Unique Wealth Strategies's portfolio in Q2 2026, its #198 holding.
  • Unique Wealth Strategies first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.