Jones Financial Companies
SHOC icon

Jones Financial Companies’s Strive US Semiconductor ETF SHOC Stock Holding History

Jones Financial Companies’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 		$230K Buy
3,257
+1,007
+45% +$75.4K ﹤0.01% 2345
2025
Q4 		$154K Buy
2,250
+925
+70% +$62.1K ﹤0.01% 2030
2025
Q3 		$81.7K Buy
1,325
+339
+34% +$19.3K ﹤0.01% 2159
2025
Q2 		$52.1K Hold
986
– – ﹤0.01% 2210
2025
Q1 		$39.3K Hold
986
– – ﹤0.01% 2157
2024
Q4 		$45.3K Buy
+986
New +$46K ﹤0.01% 1915

Other funds holding SHOC

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Jones Financial Companies's SHOC Position: Q1 2026 in Review

Jones Financial Companies increased its Strive US Semiconductor ETF (SHOC) stake by 45% in Q1 2026, buying an estimated $75.4K and bringing the position to 3,257 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Jones Financial Companies first reported a position in SHOC in Q4 2024 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

  • Jones Financial Companies held 3,257 shares of Strive US Semiconductor ETF worth $230K as of Q1 2026.
  • Jones Financial Companies bought 1,007 Strive US Semiconductor ETF shares in Q1 2026, an estimated $75.4K.
  • Strive US Semiconductor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2345 holding.
  • Jones Financial Companies first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.