BFG
SHOC icon

Birch Financial Group’s Strive US Semiconductor ETF SHOC Stock Holding History

Birch Financial Group’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 		$1.16M Sell
9,502
-1,748
-16% -$179K 0.6% 36
2026
Q1 		$810K Buy
11,250
+1,014
+10% +$75.9K 0.47% 48
2025
Q4 		$702K Buy
10,236
+785
+8% +$52.7K 0.4% 53
2025
Q3 		$590K Buy
9,451
+992
+12% +$56.4K 0.35% 62
2025
Q2 		$449K Buy
+8,459
New +$373K 0.36% 62

Other funds holding SHOC

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Birch Financial Group's SHOC Position: Q2 2026 in Review

Birch Financial Group reduced its Strive US Semiconductor ETF (SHOC) stake by 16% in Q2 2026, selling an estimated $179K and leaving 9,502 shares worth $1.16M. The position accounts for 0.6% of the portfolio, ranked #36.

Birch Financial Group first reported a position in SHOC in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

  • Birch Financial Group held 9,502 shares of Strive US Semiconductor ETF worth $1.16M as of Q2 2026.
  • Birch Financial Group sold 1,748 Strive US Semiconductor ETF shares in Q2 2026, an estimated $179K.
  • Strive US Semiconductor ETF made up 0.6% of Birch Financial Group's portfolio in Q2 2026, its #36 holding.
  • Birch Financial Group first reported a position in Strive US Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.