United Asset Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

United Asset 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	$522K	Sell	796 -40	-5%	-$21.8K	0.04%	203
2026 Q1	$321K	Sell	836 -7	-0.8%	-$2.78K	0.03%	225
2025 Q4	$304K	Hold	843	–	–	0.02%	226
2025 Q3	$275K	Hold	843	–	–	0.02%	234
2025 Q2	$235K	Buy	+843	New	+$195K	0.02%	230
2025 Q1	–	Sell	-1,021	Closed	-$247K	–	249
2024 Q4	$247K	Buy	1,021 +46	+5%	+$11.4K	0.02%	218
2024 Q3	$239K	Sell	975 -31	-3%	-$7.54K	0.02%	218
2024 Q2	$262K	Sell	1,006 -94	-9%	-$22K	0.03%	201
2024 Q1	$247K	Sell	1,100 -406	-27%	-$81.6K	0.02%	213
2023 Q4	$263K	Buy	+1,506	New	+$236K	0.03%	206
2023 Q3	–	Sell	-1,986	Closed	-$302K	–	241
2023 Q2	$302K	Sell	1,986 -9,680	-83%	-$1.31M	0.04%	199
2023 Q1	$1.54M	Sell	11,666 -502	-4%	-$60.2K	0.2%	101
2022 Q4	$1.23M	Buy	+12,168	New	+$1.24M	0.17%	113
2022 Q1	–	Sell	-6,916	Closed	-$1.07M	–	236
2021 Q4	$1.07M	Sell	6,916 -1,028	-13%	-$149K	0.13%	123
2021 Q3	$1.02M	Buy	+7,944	New	+$1.05M	0.13%	121
2021 Q2	–	Sell	-5,304	Closed	-$646K	–	227
2021 Q1	$646K	Buy	5,304 +812	+18%	+$96.2K	0.09%	137
2020 Q4	$491K	Sell	4,492 -50	-1%	-$4.96K	0.08%	144
2020 Q3	$396K	Buy	4,542 +436	+11%	+$36.5K	0.07%	151
2020 Q2	$314K	Buy	+4,106	New	+$282K	0.06%	151

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return