PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV SMHX VANECK ETF TRUST

Ownership history in PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV  ·  5 quarters on record

AI Ownership Summary

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV reported VANECK ETF TRUST (SMHX) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.13% in 2026 Q2. The latest visible filing shows SMHX at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMHX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV held SMHX — position size vs. price
% of Fund (quarterly)    SMHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 7,810 0% 0.13% $499K 2026-07-24 $55.76
2026 Q1 UNCHANGED 7,810 0% 0.08% $291K 2026-04-28 $48.36
2025 Q4 UNCHANGED 7,810 0% 0.08% $297K 2026-01-26 $39.45
2025 Q3 REDUCED 15.6% +0.6% 7,810 -1,445 -15.6% 0.09% $299K 2025-11-07 $38.93
2025 Q2 INITIATED 9,255 0.09% $290K 2025-07-18 $32.82

FAQ About PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV and SMHX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV reported owning SMHX?

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV reported SMHX across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SMHX position in PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for SMHX was 0.13% in 2026 Q2.

What is the latest reported SMHX position on this page?

The most recent filing on this page is 2026 Q2, when PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV reported 7,810 shares, equal to 0.13% of portfolio, with an estimated market value of $499K.

What does the chart on this SMHX ownership page compare?

The chart compares PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV's quarterly SMHX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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