Guardian Wealth Management (Illinois)’s Strive US Semiconductor ETF SHOC Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-37	Closed	-$1.47K	–	177
2025 Q1	$1.47K	Buy	37 +6	+19%	+$272	﹤0.01%	210
2024 Q4	$1.42K	Buy	31 +1	+3%	+$47	﹤0.01%	219
2024 Q3	$1.4K	Buy	30 +21	+233%	+$980	﹤0.01%	228
2024 Q2	$455	Buy	+9	New	+$412	﹤0.01%	233

Other funds holding SHOC

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

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Guardian Wealth Management (Illinois)'s SHOC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Strive US Semiconductor ETF (SHOC) in Q2 2025, closing a stake of 37 shares — an estimated $1.47K sold.

Guardian Wealth Management (Illinois) first reported a position in SHOC in Q2 2024 and held it in 4 quarters. The position peaked at $1.47K in Q1 2025. 35 funds tracked by Wall St. Rank hold SHOC as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Strive US Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 37 Strive US Semiconductor ETF shares in Q2 2025, an estimated $1.47K.
Guardian Wealth Management (Illinois) first reported a position in Strive US Semiconductor ETF in Q2 2024 and held it in 4 quarters.
Guardian Wealth Management (Illinois)'s Strive US Semiconductor ETF position peaked at $1.47K in Q1 2025.
35 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.