Valmark Advisers’s VanEck Semiconductor ETF SMH Stock Holding History

Valmark Advisers’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	$817K	Buy	1,245 +17	+1%	+$9.28K	0.01%	399
2026 Q1	$471K	Sell	1,228 -50	-4%	-$19.9K	0.01%	479
2025 Q4	$460K	Buy	1,278 +228	+22%	+$80K	0.01%	459
2025 Q3	$343K	Buy	1,050 +27	+3%	+$7.99K	﹤0.01%	517
2025 Q2	$285K	Sell	1,023 -41	-4%	-$9.51K	﹤0.01%	561
2025 Q1	$225K	Buy	1,064 +3	+0.3%	+$719	﹤0.01%	577
2024 Q4	$257K	Buy	1,061 +40	+4%	+$9.92K	﹤0.01%	539
2024 Q3	$251K	Hold	1,021	–	–	﹤0.01%	532
2024 Q2	$266K	Hold	1,021	–	–	﹤0.01%	496
2024 Q1	$230K	Buy	+1,021	New	+$205K	﹤0.01%	499
2022 Q2	–	Sell	-6,262	Closed	-$845K	–	434
2022 Q1	$845K	Buy	+6,262	New	+$858K	0.01%	226

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

Valmark Advisers's SMH Position: Q2 2026 in Review

Valmark Advisers increased its VanEck Semiconductor ETF (SMH) stake by 1.4% in Q2 2026, buying an estimated $9.28K and bringing the position to 1,245 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #399.

Valmark Advisers first reported a position in SMH in Q1 2022 and has held it in 11 quarters since. The position peaked at $845K in Q1 2022. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Valmark Advisers held 1,245 shares of VanEck Semiconductor ETF worth $817K as of Q2 2026.
Valmark Advisers bought 17 VanEck Semiconductor ETF shares in Q2 2026, an estimated $9.28K.
VanEck Semiconductor ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #399 holding.
Valmark Advisers first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 11 quarters since.
Valmark Advisers's VanEck Semiconductor ETF position peaked at $845K in Q1 2022.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.