Fermata Advisors’s Columbia Seligman Semiconductor and Technology ETF SEMI Stock Holding History

Fermata Advisors’s Portfolio SEMI Stock Details SEMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$423K	Sell	10,543 -5,286	-33%	-$202K	0.08%	174
2026 Q2	$642K	Sell	15,829 -557	-3%	-$20.2K	0.13%	131
2026 Q1	$473K	Sell	16,386 -16,120	-50%	-$494K	0.11%	144
2025 Q4	$996K	Sell	32,506 -4,718	-13%	-$150K	0.24%	94
2025 Q3	$1.16M	Hold	37,224	–	–	0.3%	78
2025 Q2	$1.03M	Hold	37,224	–	–	0.28%	88
2025 Q1	$822K	Hold	37,224	–	–	0.15%	112
2024 Q4	$956K	Sell	37,224 -2,426	-6%	-$62.6K	0.18%	97
2024 Q3	$1.02M	Sell	39,650 -4,052	-9%	-$104K	0.21%	82
2024 Q2	$1.19M	Sell	43,702 -10,235	-19%	-$264K	0.27%	65
2024 Q1	$1.35M	Sell	53,937 -1,828	-3%	-$42.3K	0.3%	64
2023 Q4	$1.25M	Buy	+55,765	New	+$1.11M	0.3%	67

Other funds holding SEMI

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

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

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

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Fermata Advisors's SEMI Position: Q3 2026 in Review

Fermata Advisors reduced its Columbia Seligman Semiconductor and Technology ETF (SEMI) stake by 33% in Q3 2026, selling an estimated $202K and leaving 10,543 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #174.

Fermata Advisors first reported a position in SEMI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q1 2024. 13 funds tracked by Wall St. Rank hold SEMI as of Q3 2026.

Fermata Advisors held 10,543 shares of Columbia Seligman Semiconductor and Technology ETF worth $423K as of Q3 2026.
Fermata Advisors sold 5,286 Columbia Seligman Semiconductor and Technology ETF shares in Q3 2026, an estimated $202K.
Columbia Seligman Semiconductor and Technology ETF made up 0.08% of Fermata Advisors's portfolio in Q3 2026, its #174 holding.
Fermata Advisors first reported a position in Columbia Seligman Semiconductor and Technology ETF in Q4 2023 and has held it in 12 quarters since.
Fermata Advisors's Columbia Seligman Semiconductor and Technology ETF position peaked at $1.35M in Q1 2024.
13 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q3 2026.

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