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Orion Portfolio Solutions’s Strive US Semiconductor ETF SHOC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$338K Sell
8,513
-1,439
-14% -$65.1K ﹤0.01% 1578
2024
Q4 		$457K Buy
+9,952
New +$464K ﹤0.01% 1380

Other funds holding SHOC

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Orion Portfolio Solutions's SHOC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Strive US Semiconductor ETF (SHOC) stake by 14% in Q1 2025, selling an estimated $65.1K and leaving 8,513 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Orion Portfolio Solutions first reported a position in SHOC in Q4 2024 and has held it in 2 quarters since. The position peaked at $457K in Q4 2024. 35 funds tracked by Wall St. Rank hold SHOC as of Q1 2025.

  • Orion Portfolio Solutions held 8,513 shares of Strive US Semiconductor ETF worth $338K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,439 Strive US Semiconductor ETF shares in Q1 2025, an estimated $65.1K.
  • Strive US Semiconductor ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1578 holding.
  • Orion Portfolio Solutions first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Strive US Semiconductor ETF position peaked at $457K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.