Northwestern Mutual Wealth Management’s Strive US Semiconductor ETF SHOC Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q4	–	Sell	-56	Closed	-$3.5K	–	4224
2025 Q3	$3.5K	Buy	+56	New	+$3.19K	﹤0.01%	3250
2025 Q2	–	Sell	-59	Closed	-$2.34K	–	3963
2025 Q1	$2.34K	Buy	+59	New	+$2.67K	﹤0.01%	3114

Other funds holding SHOC

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's SHOC Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Strive US Semiconductor ETF (SHOC) in Q4 2025, closing a stake of 56 shares — an estimated $3.5K sold.

Northwestern Mutual Wealth Management first reported a position in SHOC in Q1 2025 and held it in 2 quarters. The position peaked at $3.5K in Q3 2025. 37 funds tracked by Wall St. Rank hold SHOC as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Strive US Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 56 Strive US Semiconductor ETF shares in Q4 2025, an estimated $3.5K.
Northwestern Mutual Wealth Management first reported a position in Strive US Semiconductor ETF in Q1 2025 and held it in 2 quarters.
Northwestern Mutual Wealth Management's Strive US Semiconductor ETF position peaked at $3.5K in Q3 2025.
37 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.