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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
2025
Q1 		– Sell
-6,400
Closed -$1.55M – 759
2024
Q4 		$1.55M Buy
+6,400
New +$1.59M 0.04% 181

Other funds holding SMH

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 870 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.
  • 870 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.