Allworth Financial
SHOC icon

Allworth Financial’s Strive US Semiconductor ETF SHOC Stock Holding History

Allworth Financial’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 		$25.3K Sell
207
-29
-12% -$2.97K ﹤0.01% 3006
2026
Q1 		$17K Hold
236
– – ﹤0.01% 3108
2025
Q4 		$16.2K Sell
236
-153
-39% -$10.3K ﹤0.01% 2946
2025
Q3 		$24.3K Hold
389
– – ﹤0.01% 2583
2025
Q2 		$20.7K Sell
389
-33
-8% -$1.45K ﹤0.01% 2496
2025
Q1 		$16.7K Buy
422
+1
+0.2% +$45 ﹤0.01% 2185
2024
Q4 		$21.2K Hold
421
– – ﹤0.01% 2052
2024
Q3 		$19.7K Hold
421
– – ﹤0.01% 1923
2024
Q2 		$20.1K Buy
421
+330
+363% +$15.1K ﹤0.01% 1883
2024
Q1 		$4.07K Hold
91
– – ﹤0.01% 2493
2023
Q4 		$3.59K Buy
91
+28
+44% +$962 ﹤0.01% 2410
2023
Q3 		$2.05K Hold
63
– – ﹤0.01% 2534
2023
Q2 		$2.19K Buy
63
+32
+103% +$991 ﹤0.01% 2447
2023
Q1 		$952 Hold
31
– – ﹤0.01% 2686
2022
Q4 		$761 Buy
+31
New +$773 ﹤0.01% 2545

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

Allworth Financial's SHOC Position: Q2 2026 in Review

Allworth Financial reduced its Strive US Semiconductor ETF (SHOC) stake by 12% in Q2 2026, selling an estimated $2.97K and leaving 207 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

Allworth Financial first reported a position in SHOC in Q4 2022 and has held it in 15 quarters since. 51 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

  • Allworth Financial held 207 shares of Strive US Semiconductor ETF worth $25.3K as of Q2 2026.
  • Allworth Financial sold 29 Strive US Semiconductor ETF shares in Q2 2026, an estimated $2.97K.
  • Strive US Semiconductor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3006 holding.
  • Allworth Financial first reported a position in Strive US Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
  • 51 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.