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 Q2	$2.87M	Sell	70,799 -20,935	-23%	-$761K	0.14%	131
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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NLP

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return

WealthPlan Investment Management's SEMI Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Columbia Seligman Semiconductor and Technology ETF (SEMI) stake by 23% in Q2 2026, selling an estimated $761K and leaving 70,799 shares worth $2.87M. The position accounts for 0.14% of the portfolio, ranked #131.

WealthPlan Investment Management first reported a position in SEMI in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.73M in Q3 2025. 26 funds tracked by Wall St. Rank hold SEMI as of Q2 2026.

WealthPlan Investment Management held 70,799 shares of Columbia Seligman Semiconductor and Technology ETF worth $2.87M as of Q2 2026.
WealthPlan Investment Management sold 20,935 Columbia Seligman Semiconductor and Technology ETF shares in Q2 2026, an estimated $761K.
Columbia Seligman Semiconductor and Technology ETF made up 0.14% of WealthPlan Investment Management's portfolio in Q2 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 12 quarters since.
WealthPlan Investment Management's Columbia Seligman Semiconductor and Technology ETF position peaked at $5.73M in Q3 2025.
26 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.