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Stonebridge Financial Group (Pennsylvania)’s Strive US Semiconductor ETF SHOC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-21
Closed -$819 – 819
2025
Q1 		$819 Hold
21
– – ﹤0.01% 829
2024
Q4 		$946 Buy
+21
New +$979 ﹤0.01% 778

Other funds holding SHOC

GS
GTS Securities New York $2.83B AUM 21.76% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Stonebridge Financial Group (Pennsylvania)'s SHOC Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Strive US Semiconductor ETF (SHOC) in Q2 2025, closing a stake of 21 shares — an estimated $819 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SHOC in Q4 2024 and held it in 2 quarters. The position peaked at $946 in Q4 2024. 35 funds tracked by Wall St. Rank hold SHOC as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Strive US Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 21 Strive US Semiconductor ETF shares in Q2 2025, an estimated $819.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Strive US Semiconductor ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Strive US Semiconductor ETF position peaked at $946 in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.