Balance Wealth’s Strive US Semiconductor ETF SHOC Stock Holding History

Balance Wealth’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 Q3	$41.8K	Buy	+374	New	+$39.7K	0.01%	354

Other funds holding SHOC

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Balance Wealth's SHOC Position: Q3 2026 in Review

Balance Wealth opened a new position in Strive US Semiconductor ETF (SHOC) in Q3 2026: 374 shares worth $41.8K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

14 funds tracked by Wall St. Rank hold SHOC as of Q3 2026.

Balance Wealth held 374 shares of Strive US Semiconductor ETF worth $41.8K as of Q3 2026.
Strive US Semiconductor ETF was a new Balance Wealth position in Q3 2026.
Strive US Semiconductor ETF made up 0.01% of Balance Wealth's portfolio in Q3 2026, its #354 holding.
14 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.