Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Strive US Semiconductor ETF SHOC Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$210K Buy
2,919
+2,484
+571% +$186K ﹤0.01% 2701
2025
Q4 		$30K Hold
435
– – ﹤0.01% 3957
2025
Q3 		$27K Sell
435
-207
-32% -$11.8K ﹤0.01% 3955
2025
Q2 		$34K Hold
642
– – ﹤0.01% 3562
2025
Q1 		$25K Buy
642
+9
+1% +$407 ﹤0.01% 3518
2024
Q4 		$29K Sell
633
-63
-9% -$2.94K ﹤0.01% 3204
2024
Q3 		$33K Sell
696
-97
-12% -$4.53K ﹤0.01% 3032
2024
Q2 		$40K Sell
793
-197
-20% -$9.03K ﹤0.01% 2624
2024
Q1 		$44K Hold
990
– – ﹤0.01% 2382
2023
Q4 		$39K Buy
990
+267
+37% +$9.17K ﹤0.01% 2331
2023
Q3 		$24K Hold
723
– – ﹤0.01% 2575
2023
Q2 		$25K Hold
723
– – ﹤0.01% 2493
2023
Q1 		$22K Hold
723
– – ﹤0.01% 2442
2022
Q4 		$18K Buy
+723
New +$18K ﹤0.01% 2457

Other funds holding SHOC

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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHOC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Strive US Semiconductor ETF (SHOC) stake by 571% in Q1 2026, buying an estimated $186K and bringing the position to 2,919 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Carson Wealth (CWM LLC) first reported a position in SHOC in Q4 2022 and has held it in 14 quarters since. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,919 shares of Strive US Semiconductor ETF worth $210K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,484 Strive US Semiconductor ETF shares in Q1 2026, an estimated $186K.
  • Strive US Semiconductor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2701 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strive US Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
  • 43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.