WESPAC Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

WESPAC 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
2026 Q3	$432K	Sell	709 -2	-0.3%	-$1.15K	0.22%	129
2026 Q2	$466K	Sell	711 -1,050	-60%	-$573K	0.23%	121
2026 Q1	$675K	Sell	1,761 -100	-5%	-$39.7K	0.37%	87
2025 Q4	$670K	Buy	1,861 +535	+40%	+$188K	0.36%	85
2025 Q3	$433K	Sell	1,326 -15	-1%	-$4.44K	0.25%	124
2025 Q2	$374K	Buy	1,341 +195	+17%	+$45.2K	0.26%	122
2025 Q1	$242K	Hold	1,146	–	–	0.2%	138
2024 Q4	$278K	Buy	1,146 +163	+17%	+$40.4K	0.2%	141
2024 Q3	$241K	Sell	983 -72	-7%	-$17.5K	0.18%	134
2024 Q2	$275K	Hold	1,055	–	–	0.22%	131
2024 Q1	$237K	Buy	+1,055	New	+$212K	0.14%	152

Other funds holding SMH

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WESPAC Advisors's SMH Position: Q3 2026 in Review

WESPAC Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 0.28% in Q3 2026, selling an estimated $1.15K and leaving 709 shares worth $432K. The position accounts for 0.22% of the portfolio, ranked #129.

WESPAC Advisors first reported a position in SMH in Q1 2024 and has held it in 11 quarters since. The position peaked at $675K in Q1 2026. 897 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

WESPAC Advisors held 709 shares of VanEck Semiconductor ETF worth $432K as of Q3 2026.
WESPAC Advisors sold 2 VanEck Semiconductor ETF shares in Q3 2026, an estimated $1.15K.
VanEck Semiconductor ETF made up 0.22% of WESPAC Advisors's portfolio in Q3 2026, its #129 holding.
WESPAC Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 11 quarters since.
WESPAC Advisors's VanEck Semiconductor ETF position peaked at $675K in Q1 2026.
897 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.