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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

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 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.