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 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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 Partners's SEMI Position: Q2 2026 in Review

WealthPLAN Partners reduced its Columbia Seligman Semiconductor and Technology ETF (SEMI) stake by 38% in Q2 2026, selling an estimated $899K and leaving 39,682 shares worth $1.61M. The position accounts for 0.31% of the portfolio, ranked #76.

WealthPLAN Partners first reported a position in SEMI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q2 2024. 26 funds tracked by Wall St. Rank hold SEMI as of Q2 2026.

WealthPLAN Partners held 39,682 shares of Columbia Seligman Semiconductor and Technology ETF worth $1.61M as of Q2 2026.
WealthPLAN Partners sold 24,744 Columbia Seligman Semiconductor and Technology ETF shares in Q2 2026, an estimated $899K.
Columbia Seligman Semiconductor and Technology ETF made up 0.31% of WealthPLAN Partners's portfolio in Q2 2026, its #76 holding.
WealthPLAN Partners first reported a position in Columbia Seligman Semiconductor and Technology ETF in Q3 2023 and has held it in 12 quarters since.
WealthPLAN Partners's Columbia Seligman Semiconductor and Technology ETF position peaked at $4.8M in Q2 2024.
26 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.