Spire Wealth Management
SHOC icon

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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HP
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

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. 51 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.
  • 51 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.