Commonwealth Equity Services’s Strive US Semiconductor ETF SHOC Stock Holding History

Commonwealth Equity Services’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	$717K	Sell	5,875 -370	-6%	-$37.9K	﹤0.01%	3007
2026 Q1	$450K	Hold	6,245	–	–	﹤0.01%	3303
2025 Q4	$429K	Buy	6,245 +1,259	+25%	+$84.6K	﹤0.01%	3310
2025 Q3	$311K	Buy	4,986 +902	+22%	+$51.3K	﹤0.01%	3604
2025 Q2	$217K	Buy	+4,084	New	+$180K	﹤0.01%	3859
2024 Q3	–	Sell	-5,026	Closed	-$254K	–	4172
2024 Q2	$254K	Sell	5,026 -599	-11%	-$27.5K	﹤0.01%	3446
2024 Q1	$251K	Buy	5,625 +109	+2%	+$4.57K	﹤0.01%	3442
2023 Q4	$218K	Sell	5,516 -671	-11%	-$23K	﹤0.01%	3442
2023 Q3	$201K	Buy	+6,187	New	+$212K	﹤0.01%	3378

Other funds holding SHOC

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

BFG

Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $466M AUM

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

LFA

Lauterbach Financial Advisors El Paso, Texas $232M AUM 26.84% 1-Year Est. Return

Commonwealth Equity Services's SHOC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Strive US Semiconductor ETF (SHOC) stake by 5.9% in Q2 2026, selling an estimated $37.9K and leaving 5,875 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Commonwealth Equity Services first reported a position in SHOC in Q3 2023 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

Commonwealth Equity Services held 5,875 shares of Strive US Semiconductor ETF worth $717K as of Q2 2026.
Commonwealth Equity Services sold 370 Strive US Semiconductor ETF shares in Q2 2026, an estimated $37.9K.
Strive US Semiconductor ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3007 holding.
Commonwealth Equity Services first reported a position in Strive US Semiconductor ETF in Q3 2023 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.