Bogart Wealth LLC
SHOC icon

Bogart Wealth LLC’s Strive US Semiconductor ETF SHOC Stock Holding History

Bogart Wealth LLC’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
2024
Q4 		– Sell
-20
Closed -$936 – 1371
2024
Q3 		$936 Hold
20
– – ﹤0.01% 1029
2024
Q2 		$1.01K Buy
+20
New +$917 ﹤0.01% 1004

Other funds holding SHOC

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
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 $445B AUM 25.58% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bogart Wealth LLC's SHOC Position: Q4 2024 in Review

Bogart Wealth LLC sold out of Strive US Semiconductor ETF (SHOC) in Q4 2024, closing a stake of 20 shares — an estimated $936 sold.

Bogart Wealth LLC first reported a position in SHOC in Q2 2024 and held it in 2 quarters. The position peaked at $1.01K in Q2 2024. 34 funds tracked by Wall St. Rank hold SHOC as of Q4 2024.

  • Bogart Wealth LLC reported no remaining Strive US Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 20 Strive US Semiconductor ETF shares in Q4 2024, an estimated $936.
  • Bogart Wealth LLC first reported a position in Strive US Semiconductor ETF in Q2 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's Strive US Semiconductor ETF position peaked at $1.01K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.