Sweeney & Michel’s Columbia Seligman Semiconductor and Technology ETF SEMI Stock Holding History

Sweeney & Michel’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	$321K	Hold	8,000	–	–	0.09%	120
2026 Q2	$311K	Hold	8,000	–	–	0.08%	125
2026 Q1	$258K	Hold	8,000	–	–	0.08%	131
2025 Q4	$250K	Hold	8,000	–	–	0.07%	129
2025 Q3	$246K	Sell	8,000 -1,000	-11%	-$29.3K	0.08%	119
2025 Q2	$253K	Buy	+9,000	New	+$217K	0.09%	114

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

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Sweeney & Michel's SEMI Position: Q3 2026 in Review

Sweeney & Michel held its Columbia Seligman Semiconductor and Technology ETF (SEMI) position steady in Q3 2026 at 8,000 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #120.

Sweeney & Michel first reported a position in SEMI in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold SEMI as of Q3 2026.

Sweeney & Michel held 8,000 shares of Columbia Seligman Semiconductor and Technology ETF worth $321K as of Q3 2026.
Sweeney & Michel left its Columbia Seligman Semiconductor and Technology ETF share count unchanged in Q3 2026.
Columbia Seligman Semiconductor and Technology ETF made up 0.09% of Sweeney & Michel's portfolio in Q3 2026, its #120 holding.
Sweeney & Michel first reported a position in Columbia Seligman Semiconductor and Technology ETF in Q2 2025 and has held it in 6 quarters since.
13 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.