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Steward Partners Investment Advisory’s Strive US Semiconductor ETF SHOC Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-1,726
Closed -$80.8K – 4087
2024
Q3 		$80.8K Hold
1,726
– – ﹤0.01% 1986
2024
Q2 		$87.2K Buy
1,726
+92
+6% +$4.22K ﹤0.01% 1850
2024
Q1 		$73K Hold
1,634
– – ﹤0.01% 1912
2023
Q4 		$64.5K Hold
1,634
– – ﹤0.01% 1866
2023
Q3 		$53.1K Buy
1,634
+418
+34% +$14.3K ﹤0.01% 1880
2023
Q2 		$42.2K Buy
1,216
+1,185
+3,823% +$36.7K ﹤0.01% 1950
2023
Q1 		$952 Hold
31
– – ﹤0.01% 3122
2022
Q4 		$761 Buy
+31
New +$773 ﹤0.01% 3152

Other funds holding SHOC

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's SHOC Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Strive US Semiconductor ETF (SHOC) in Q4 2024, closing a stake of 1,726 shares — an estimated $80.8K sold.

Steward Partners Investment Advisory first reported a position in SHOC in Q4 2022 and held it in 8 quarters. The position peaked at $87.2K in Q2 2024. 34 funds tracked by Wall St. Rank hold SHOC as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Strive US Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,726 Strive US Semiconductor ETF shares in Q4 2024, an estimated $80.8K.
  • Steward Partners Investment Advisory first reported a position in Strive US Semiconductor ETF in Q4 2022 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Strive US Semiconductor ETF position peaked at $87.2K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.