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Farther Finance Advisors’s Strive US Semiconductor ETF SHOC Stock Holding History

Farther Finance Advisors’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
Q2 		– Sell
-8
Closed -$361 – 3912
2024
Q1 		$361 Hold
8
– – ﹤0.01% 3116
2023
Q4 		$316 Hold
8
– – ﹤0.01% 3121
2023
Q3 		$260 Buy
+8
New +$274 ﹤0.01% 2416

Other funds holding SHOC

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Farther Finance Advisors's SHOC Position: Q2 2024 in Review

Farther Finance Advisors sold out of Strive US Semiconductor ETF (SHOC) in Q2 2024, closing a stake of 8 shares — an estimated $361 sold.

Farther Finance Advisors first reported a position in SHOC in Q3 2023 and held it in 3 quarters. The position peaked at $361 in Q1 2024. 30 funds tracked by Wall St. Rank hold SHOC as of Q2 2024.

  • Farther Finance Advisors reported no remaining Strive US Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 8 Strive US Semiconductor ETF shares in Q2 2024, an estimated $361.
  • Farther Finance Advisors first reported a position in Strive US Semiconductor ETF in Q3 2023 and held it in 3 quarters.
  • Farther Finance Advisors's Strive US Semiconductor ETF position peaked at $361 in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2024.

Based on Farther Finance Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.