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
Q2 		$1.53M Buy
+2,500
New +$1.36M ﹤0.01% 1763
2023
Q4 		– Sell
-1,000
Closed -$1.52K – 2428
2023
Q3 		$1.52K Buy
+1,000
New +$151K ﹤0.01% 2245

Other funds holding SMH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its VanEck Semiconductor ETF (SMH) stake by 18% in Q2 2026, buying an estimated $2.14M and bringing the position to 26,009 shares worth $15.9M. The position accounts for 0.03% of the portfolio, ranked #508.

Wealth Enhancement Advisory Services first reported a position in SMH in Q3 2023 and has held it in 12 quarters since. 484 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 26,009 shares of VanEck Semiconductor ETF worth $15.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,917 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.14M.
  • VanEck Semiconductor ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #508 holding.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
  • 484 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.