Wealth Enhancement Advisory Services
SMH icon

Wealth Enhancement Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$8.67M Sell
22,092
-12,981
-37% -$5.15M 0.02% 652
2025
Q4 		$13.6M Buy
35,073
+2,670
+8% +$937K 0.02% 594
2025
Q3 		$10.9M Buy
32,403
+1,666
+5% +$493K 0.02% 623
2025
Q2 		$8.72M Buy
30,737
+5,092
+20% +$1.18M 0.01% 683
2025
Q1 		$5.42M Sell
25,645
-1,956
-7% -$469K 0.01% 803
2024
Q4 		$6.68M Buy
27,601
+3,985
+17% +$989K 0.01% 702
2024
Q3 		$5.8M Buy
23,616
+2,725
+13% +$663K 0.01% 682
2024
Q2 		$5.45M Buy
20,891
+2,164
+12% +$507K 0.01% 662
2024
Q1 		$4.21M Buy
18,727
+440
+2% +$88.5K 0.01% 713
2023
Q4 		$3.2M Sell
18,287
-2,668
-13% -$418K 0.01% 743
2023
Q3 		$3.04M Buy
+20,955
New +$3.17M 0.01% 707

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return