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

Spire 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
2026 Q2	–	Sell	-3,600	Closed	-$259K	–	2360
2026 Q1	$259K	Hold	3,600	–	–	0.01%	704
2025 Q4	$247K	Hold	3,600	–	–	0.01%	741
2025 Q3	$225K	Hold	3,600	–	–	0.01%	750
2025 Q2	$191K	Hold	3,600	–	–	0.01%	777
2025 Q1	$143K	Hold	3,600	–	–	﹤0.01%	916
2024 Q4	$165K	Buy	+3,600	New	+$168K	0.01%	877

Other funds holding SHOC

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 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

Spire Wealth Management's SHOC Position: Q2 2026 in Review

Spire Wealth Management sold out of Strive US Semiconductor ETF (SHOC) in Q2 2026, closing a stake of 3,600 shares — an estimated $259K sold.

Spire Wealth Management first reported a position in SHOC in Q4 2024 and held it in 6 quarters. The position peaked at $259K in Q1 2026. 16 funds tracked by Wall St. Rank hold SHOC as of Q2 2026.

Spire Wealth Management reported no remaining Strive US Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 3,600 Strive US Semiconductor ETF shares in Q2 2026, an estimated $259K.
Spire Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2024 and held it in 6 quarters.
Spire Wealth Management's Strive US Semiconductor ETF position peaked at $259K in Q1 2026.
16 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.