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Holistic Planning’s Strive US Semiconductor ETF SHOC Stock Holding History

Holistic Planning’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 		$754K Sell
10,470
-602
-5% -$45.1K 0.15% 128
2025
Q4 		$760K Sell
11,072
-1,468
-12% -$98.6K 0.16% 117
2025
Q3 		$783K Sell
12,540
-585
-4% -$33.3K 0.21% 84
2025
Q2 		$697K Sell
13,125
-704
-5% -$31K 0.2% 87
2025
Q1 		$549K Buy
13,829
+2,480
+22% +$112K 0.19% 95
2024
Q4 		$521K Buy
+11,349
New +$529K 0.19% 96

Other funds holding SHOC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Holistic Planning's SHOC Position: Q1 2026 in Review

Holistic Planning reduced its Strive US Semiconductor ETF (SHOC) stake by 5.4% in Q1 2026, selling an estimated $45.1K and leaving 10,470 shares worth $754K. The position accounts for 0.15% of the portfolio, ranked #128.

Holistic Planning first reported a position in SHOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $783K in Q3 2025. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

  • Holistic Planning held 10,470 shares of Strive US Semiconductor ETF worth $754K as of Q1 2026.
  • Holistic Planning sold 602 Strive US Semiconductor ETF shares in Q1 2026, an estimated $45.1K.
  • Strive US Semiconductor ETF made up 0.15% of Holistic Planning's portfolio in Q1 2026, its #128 holding.
  • Holistic Planning first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • Holistic Planning's Strive US Semiconductor ETF position peaked at $783K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.