Wealthcare Advisory Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Wealthcare Advisory Partners’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	$14.9M	Sell	22,656 -2,949	-12%	-$1.61M	0.28%	69
2026 Q1	$9.82M	Sell	25,605 -2,528	-9%	-$1M	0.19%	112
2025 Q4	$10.1M	Buy	28,133 +932	+3%	+$327K	0.2%	105
2025 Q3	$8.88M	Sell	27,201 -235	-0.9%	-$69.6K	0.18%	112
2025 Q2	$7.65M	Buy	27,436 +23,117	+535%	+$5.36M	0.17%	113
2025 Q1	$913K	Sell	4,319 -608	-12%	-$146K	0.02%	460
2024 Q4	$1.19M	Sell	4,927 -1,326	-21%	-$329K	0.03%	383
2024 Q3	$1.53M	Sell	6,253 -1,198	-16%	-$291K	0.04%	315
2024 Q2	$1.94M	Buy	7,451 +846	+13%	+$198K	0.06%	240
2024 Q1	$1.49M	Buy	6,605 +336	+5%	+$67.6K	0.05%	284
2023 Q4	$1.1M	Buy	6,269 +4,207	+204%	+$659K	0.04%	297
2023 Q3	$299K	Buy	2,062 +168	+9%	+$25.4K	0.01%	555
2023 Q2	$288K	Sell	1,894 -208	-10%	-$28.1K	0.01%	572
2023 Q1	$276K	Buy	+2,102	New	+$252K	0.01%	601
2022 Q1	–	Sell	-2,104	Closed	-$325K	–	587
2021 Q4	$325K	Buy	2,104 +434	+26%	+$62.8K	0.02%	424
2021 Q3	$214K	Buy	+1,670	New	+$220K	0.01%	505

Other funds holding SMH

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return