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United Advisor Group’s VanEck Semiconductor ETF SMH Stock Holding History

United Advisor Group’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
Q3 		$645K Buy
1,059
+103
+11% +$59K 0.06% 296
2026
Q2 		$627K Sell
956
-185
-16% -$101K 0.07% 274
2026
Q1 		$437K Buy
1,141
+157
+16% +$62.3K 0.05% 318
2025
Q4 		$354K Buy
984
+61
+7% +$21.4K 0.04% 343
2025
Q3 		$301K Buy
+923
New +$273K 0.04% 353

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

United Advisor Group's SMH Position: Q3 2026 in Review

United Advisor Group increased its VanEck Semiconductor ETF (SMH) stake by 11% in Q3 2026, buying an estimated $59K and bringing the position to 1,059 shares worth $645K. The position accounts for 0.06% of the portfolio, ranked #296.

United Advisor Group first reported a position in SMH in Q3 2025 and has held it in 5 quarters since. 947 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • United Advisor Group held 1,059 shares of VanEck Semiconductor ETF worth $645K as of Q3 2026.
  • United Advisor Group bought 103 VanEck Semiconductor ETF shares in Q3 2026, an estimated $59K.
  • VanEck Semiconductor ETF made up 0.06% of United Advisor Group's portfolio in Q3 2026, its #296 holding.
  • United Advisor Group first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
  • 947 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.