Valeo Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Valeo Financial 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 Q2	$1.21M	Sell	1,847 -476	-20%	-$260K	0.03%	271
2026 Q1	$891K	Buy	2,323 +290	+14%	+$115K	0.02%	291
2025 Q4	$732K	Buy	2,033 +2	+0.1%	+$702	0.02%	373
2025 Q3	$663K	Hold	2,031	–	–	0.02%	399
2025 Q2	$567K	Sell	2,031 -20	-1%	-$4.64K	0.01%	421
2025 Q1	$434K	Sell	2,051 -84	-4%	-$20.1K	0.01%	447
2024 Q4	$517K	Buy	2,135 +447	+26%	+$111K	0.01%	403
2024 Q3	$414K	Sell	1,688 -2	-0.1%	-$486	0.01%	455
2024 Q2	$441K	Sell	1,690 -21	-1%	-$4.92K	0.01%	425
2024 Q1	$356K	Buy	1,711 +4	+0.2%	+$804	0.01%	455
2023 Q4	$299K	Buy	+1,707	New	+$267K	0.01%	488
2021 Q2	–	Sell	-492	Closed	-$60K	–	1613
2021 Q1	$60K	Buy	492 +410	+500%	+$48.6K	﹤0.01%	798
2020 Q4	$9K	Buy	+82	New	+$8.13K	﹤0.01%	1227
2020 Q3	–	Sell	-20	Closed	-$2K	–	2073
2020 Q2	$2K	Sell	20 -16	-44%	-$1.1K	﹤0.01%	1797
2020 Q1	$2K	Buy	36 +16	+80%	+$1.08K	﹤0.01%	1576
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1569
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	1486
2019 Q2	$1K	Sell	20 -80	-80%	-$4.35K	﹤0.01%	1493
2019 Q1	$5K	Buy	+100	New	+$4.95K	﹤0.01%	1195
2018 Q3	–	Sell	-300	Closed	-$16K	–	1854
2018 Q2	$16K	Hold	300	–	–	﹤0.01%	829
2018 Q1	$16K	Buy	+300	New	+$15.8K	﹤0.01%	798

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Valeo Financial Advisors's SMH Position: Q2 2026 in Review

Valeo Financial Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 20% in Q2 2026, selling an estimated $260K and leaving 1,847 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #271.

Valeo Financial Advisors first reported a position in SMH in Q1 2018 and has held it in 21 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Valeo Financial Advisors held 1,847 shares of VanEck Semiconductor ETF worth $1.21M as of Q2 2026.
Valeo Financial Advisors sold 476 VanEck Semiconductor ETF shares in Q2 2026, an estimated $260K.
VanEck Semiconductor ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #271 holding.
Valeo Financial Advisors first reported a position in VanEck Semiconductor ETF in Q1 2018 and has held it in 21 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.