WealthPlan Investment Management’s Columbia Seligman Semiconductor and Technology ETF SEMI Stock Holding History

WealthPlan Investment Management’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 Q1	$2.65M	Sell	91,734 -75,014	-45%	-$2.3M	0.15%	131
2025 Q4	$5.11M	Sell	166,748 -16,505	-9%	-$524K	0.33%	84
2025 Q3	$5.73M	Sell	183,253 -3,391	-2%	-$99.4K	0.38%	85
2025 Q2	$5.18M	Buy	186,644 +55,181	+42%	+$1.33M	0.38%	84
2025 Q1	$2.9M	Sell	131,463 -348	-0.3%	-$8.74K	0.29%	86
2024 Q4	$3.38M	Sell	131,811 -4,210	-3%	-$109K	0.33%	81
2024 Q3	$3.5M	Buy	136,021 +558	+0.4%	+$14.4K	0.35%	78
2024 Q2	$3.7M	Buy	135,463 +8,640	+7%	+$223K	0.56%	63
2024 Q1	$3.18M	Sell	126,823 -29,625	-19%	-$685K	0.49%	63
2023 Q4	$3.5M	Sell	156,448 -11,433	-7%	-$228K	0.56%	62
2023 Q3	$3.25M	Buy	+167,881	New	+$3.39M	0.58%	60

Other funds holding SEMI

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WealthPlan Investment Management's SEMI Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Columbia Seligman Semiconductor and Technology ETF (SEMI) stake by 45% in Q1 2026, selling an estimated $2.3M and leaving 91,734 shares worth $2.65M. The position accounts for 0.15% of the portfolio, ranked #131.

WealthPlan Investment Management first reported a position in SEMI in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.73M in Q3 2025. 23 funds tracked by Wall St. Rank hold SEMI as of Q1 2026.

WealthPlan Investment Management held 91,734 shares of Columbia Seligman Semiconductor and Technology ETF worth $2.65M as of Q1 2026.
WealthPlan Investment Management sold 75,014 Columbia Seligman Semiconductor and Technology ETF shares in Q1 2026, an estimated $2.3M.
Columbia Seligman Semiconductor and Technology ETF made up 0.15% of WealthPlan Investment Management's portfolio in Q1 2026, its #131 holding.
WealthPlan Investment Management first reported a position in Columbia Seligman Semiconductor and Technology ETF in Q3 2023 and has held it in 11 quarters since.
WealthPlan Investment Management's Columbia Seligman Semiconductor and Technology ETF position peaked at $5.73M in Q3 2025.
23 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.