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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

BFG

Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 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.

51 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.
51 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.