AE Wealth Management
SHOC icon

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
Q2 		$146K Hold
1,199
– – ﹤0.01% 1808
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
BFG
Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return

AE Wealth Management's SHOC Position: Q2 2026 in Review

AE Wealth Management held its Strive US Semiconductor ETF (SHOC) position steady in Q2 2026 at 1,199 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

AE Wealth Management first reported a position in SHOC in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

  • AE Wealth Management held 1,199 shares of Strive US Semiconductor ETF worth $146K as of Q2 2026.
  • AE Wealth Management left its Strive US Semiconductor ETF share count unchanged in Q2 2026.
  • Strive US Semiconductor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1808 holding.
  • AE Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.