O'Shaughnessy Asset Management’s Strive US Semiconductor ETF SHOC Stock Holding History

O'Shaughnessy Asset 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
2026 Q2	$61K	Buy	+500	New	+$51.2K	﹤0.01%	2239

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

O'Shaughnessy Asset Management's SHOC Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Strive US Semiconductor ETF (SHOC) in Q2 2026: 500 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #2239 among its holdings.

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

O'Shaughnessy Asset Management held 500 shares of Strive US Semiconductor ETF worth $61K as of Q2 2026.
Strive US Semiconductor ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
Strive US Semiconductor ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2239 holding.
51 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.