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Lauterbach Financial Advisors’s Strive US Semiconductor ETF SHOC Stock Holding History

Lauterbach Financial Advisors’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 		$282K Buy
+2,315
New +$237K 0.12% 70

Other funds holding SHOC

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BFG
Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $466M AUM
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Lauterbach Financial Advisors's SHOC Position: Q2 2026 in Review

Lauterbach Financial Advisors opened a new position in Strive US Semiconductor ETF (SHOC) in Q2 2026: 2,315 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings.

16 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

  • Lauterbach Financial Advisors held 2,315 shares of Strive US Semiconductor ETF worth $282K as of Q2 2026.
  • Strive US Semiconductor ETF was a new Lauterbach Financial Advisors position in Q2 2026.
  • Strive US Semiconductor ETF made up 0.12% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • 16 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.