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AE Wealth Management’s Strive US Semiconductor ETF SHOC Stock Holding History

AE Wealth Management’s Portfolio SHOC Stock Details SHOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.3K Sell
1,199
-232
-16% -$17.4K ﹤0.01% 1845
2025
Q4 		$98.2K Buy
1,431
+374
+35% +$25.1K ﹤0.01% 1707
2025
Q3 		$66K Buy
1,057
+136
+15% +$7.74K ﹤0.01% 1662
2025
Q2 		$48.9K Hold
921
– – ﹤0.01% 1608
2025
Q1 		$36.6K Hold
921
– – ﹤0.01% 1629
2024
Q4 		$42.3K Buy
+921
New +$42.9K ﹤0.01% 1585

Other funds holding SHOC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AE Wealth Management's SHOC Position: Q1 2026 in Review

AE Wealth Management reduced its Strive US Semiconductor ETF (SHOC) stake by 16% in Q1 2026, selling an estimated $17.4K and leaving 1,199 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

AE Wealth Management first reported a position in SHOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.2K in Q4 2025. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

  • AE Wealth Management held 1,199 shares of Strive US Semiconductor ETF worth $86.3K as of Q1 2026.
  • AE Wealth Management sold 232 Strive US Semiconductor ETF shares in Q1 2026, an estimated $17.4K.
  • Strive US Semiconductor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1845 holding.
  • AE Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Strive US Semiconductor ETF position peaked at $98.2K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.