Visionary Wealth Advisors
SHOC icon

Visionary Wealth Advisors’s Strive US Semiconductor ETF SHOC Stock Holding History

Visionary Wealth Advisors’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
Q3 		$616K Buy
5,504
+109
+2% +$11.6K 0.02% 403
2026
Q2 		$658K Sell
5,395
-223
-4% -$22.8K 0.03% 379
2026
Q1 		$405K Sell
5,618
-714
-11% -$53.4K 0.02% 452
2025
Q4 		$435K Sell
6,332
-741
-10% -$49.8K 0.02% 416
2025
Q3 		$442K Sell
7,073
-1,081
-13% -$61.5K 0.02% 412
2025
Q2 		$433K Sell
8,154
-8,402
-51% -$370K 0.02% 386
2025
Q1 		$657K Sell
16,556
-26,727
-62% -$1.21M 0.04% 309
2024
Q4 		$1.99M Sell
43,283
-12,012
-22% -$560K 0.12% 168
2024
Q3 		$2.59M Sell
55,295
-3,263
-6% -$152K 0.16% 145
2024
Q2 		$2.96M Buy
58,558
+1,410
+2% +$64.6K 0.19% 129
2024
Q1 		$2.55M Buy
57,148
+2,043
+4% +$85.6K 0.17% 142
2023
Q4 		$2.17M Buy
55,105
+14,741
+37% +$506K 0.16% 148
2023
Q3 		$1.31M Buy
40,364
+14,994
+59% +$513K 0.11% 186
2023
Q2 		$880K Buy
25,370
+13,722
+118% +$425K 0.07% 225
2023
Q1 		$358K Buy
+11,648
New +$329K 0.03% 327

Other funds holding SHOC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
GWN Securities
GWN Securities Palm Beach Gardens, Florida $636M AUM 25.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Birch Financial Group
Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Visionary Wealth Advisors's SHOC Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Strive US Semiconductor ETF (SHOC) stake by 2% in Q3 2026, buying an estimated $11.6K and bringing the position to 5,504 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #403.

Visionary Wealth Advisors first reported a position in SHOC in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.96M in Q2 2024. 46 funds tracked by Wall St. Rank hold SHOC as of Q3 2026.

  • Visionary Wealth Advisors held 5,504 shares of Strive US Semiconductor ETF worth $616K as of Q3 2026.
  • Visionary Wealth Advisors bought 109 Strive US Semiconductor ETF shares in Q3 2026, an estimated $11.6K.
  • Strive US Semiconductor ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q3 2026, its #403 holding.
  • Visionary Wealth Advisors first reported a position in Strive US Semiconductor ETF in Q1 2023 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's Strive US Semiconductor ETF position peaked at $2.96M in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.