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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
Q2 		$1.29M Buy
10,584
+114
+1% +$11.7K 0.2% 111
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
BFG
Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Holistic Planning's SHOC Position: Q2 2026 in Review

Holistic Planning increased its Strive US Semiconductor ETF (SHOC) stake by 1.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 10,584 shares worth $1.29M. The position accounts for 0.2% of the portfolio, ranked #111.

Holistic Planning first reported a position in SHOC in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

  • Holistic Planning held 10,584 shares of Strive US Semiconductor ETF worth $1.29M as of Q2 2026.
  • Holistic Planning bought 114 Strive US Semiconductor ETF shares in Q2 2026, an estimated $11.7K.
  • Strive US Semiconductor ETF made up 0.2% of Holistic Planning's portfolio in Q2 2026, its #111 holding.
  • Holistic Planning first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.