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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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.