WealthPLAN Partners’s Columbia Seligman Semiconductor and Technology ETF SEMI Stock Holding History

WealthPLAN Partners’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	$1.86M	Sell	64,426 -23,779	-27%	-$729K	0.36%	80
2025 Q4	$2.7M	Sell	88,205 -10,698	-11%	-$340K	0.4%	70
2025 Q3	$3.09M	Sell	98,903 -699	-0.7%	-$20.5K	0.46%	63
2025 Q2	$2.77M	Sell	99,602 -57,098	-36%	-$1.37M	0.45%	69
2025 Q1	$3.46M	Sell	156,700 -971	-0.6%	-$24.4K	0.49%	68
2024 Q4	$4.05M	Sell	157,671 -13,024	-8%	-$336K	0.57%	54
2024 Q3	$4.4M	Sell	170,695 -5,096	-3%	-$131K	0.59%	56
2024 Q2	$4.8M	Sell	175,791 -6,185	-3%	-$160K	0.52%	56
2024 Q1	$4.56M	Sell	181,976 -10,035	-5%	-$232K	0.47%	70
2023 Q4	$4.3M	Sell	192,011 -3,493	-2%	-$69.7K	0.44%	70
2023 Q3	$3.79M	Buy	+195,504	New	+$3.95M	0.44%	66

Other funds holding SEMI

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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 Partners's SEMI Position: Q1 2026 in Review

WealthPLAN Partners reduced its Columbia Seligman Semiconductor and Technology ETF (SEMI) stake by 27% in Q1 2026, selling an estimated $729K and leaving 64,426 shares worth $1.86M. The position accounts for 0.36% of the portfolio, ranked #80.

WealthPLAN Partners first reported a position in SEMI in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.8M in Q2 2024. 23 funds tracked by Wall St. Rank hold SEMI as of Q1 2026.

WealthPLAN Partners held 64,426 shares of Columbia Seligman Semiconductor and Technology ETF worth $1.86M as of Q1 2026.
WealthPLAN Partners sold 23,779 Columbia Seligman Semiconductor and Technology ETF shares in Q1 2026, an estimated $729K.
Columbia Seligman Semiconductor and Technology ETF made up 0.36% of WealthPLAN Partners's portfolio in Q1 2026, its #80 holding.
WealthPLAN Partners first reported a position in Columbia Seligman Semiconductor and Technology ETF in Q3 2023 and has held it in 11 quarters since.
WealthPLAN Partners's Columbia Seligman Semiconductor and Technology ETF position peaked at $4.8M in Q2 2024.
23 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.