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Horan Securities’s Strive US Semiconductor ETF SHOC Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-100
Closed -$3.47K – 551
2023
Q2 		$3.47K Hold
100
– – ﹤0.01% 517
2023
Q1 		$3.07K Hold
100
– – ﹤0.01% 520
2022
Q4 		$2.46K Buy
+100
New +$2.49K ﹤0.01% 537

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 $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Horan Securities's SHOC Position: Q3 2023 in Review

Horan Securities sold out of Strive US Semiconductor ETF (SHOC) in Q3 2023, closing a stake of 100 shares — an estimated $3.47K sold.

Horan Securities first reported a position in SHOC in Q4 2022 and held it in 3 quarters. The position peaked at $3.47K in Q2 2023. 13 funds tracked by Wall St. Rank hold SHOC as of Q3 2023.

  • Horan Securities reported no remaining Strive US Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 100 Strive US Semiconductor ETF shares in Q3 2023, an estimated $3.47K.
  • Horan Securities first reported a position in Strive US Semiconductor ETF in Q4 2022 and held it in 3 quarters.
  • Horan Securities's Strive US Semiconductor ETF position peaked at $3.47K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.