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 Q3	$1.09M	Sell	27,170 -12,512	-32%	-$478K	0.2%	98
2026 Q2	$1.61M	Sell	39,682 -24,744	-38%	-$899K	0.31%	76
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

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

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

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WealthPLAN Partners's SEMI Position: Q3 2026 in Review

WealthPLAN Partners reduced its Columbia Seligman Semiconductor and Technology ETF (SEMI) stake by 32% in Q3 2026, selling an estimated $478K and leaving 27,170 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #98.

WealthPLAN Partners first reported a position in SEMI in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.8M in Q2 2024. 7 funds tracked by Wall St. Rank hold SEMI as of Q3 2026.

WealthPLAN Partners held 27,170 shares of Columbia Seligman Semiconductor and Technology ETF worth $1.09M as of Q3 2026.
WealthPLAN Partners sold 12,512 Columbia Seligman Semiconductor and Technology ETF shares in Q3 2026, an estimated $478K.
Columbia Seligman Semiconductor and Technology ETF made up 0.2% of WealthPLAN Partners's portfolio in Q3 2026, its #98 holding.
WealthPLAN Partners first reported a position in Columbia Seligman Semiconductor and Technology ETF in Q3 2023 and has held it in 13 quarters since.
WealthPLAN Partners's Columbia Seligman Semiconductor and Technology ETF position peaked at $4.8M in Q2 2024.
7 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.