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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Visionary Wealth Advisors's SHOC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Strive US Semiconductor ETF (SHOC) stake by 11% in Q1 2026, selling an estimated $53.4K and leaving 5,618 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #452.

Visionary Wealth Advisors first reported a position in SHOC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.96M in Q2 2024. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

Visionary Wealth Advisors held 5,618 shares of Strive US Semiconductor ETF worth $405K as of Q1 2026.
Visionary Wealth Advisors sold 714 Strive US Semiconductor ETF shares in Q1 2026, an estimated $53.4K.
Strive US Semiconductor ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #452 holding.
Visionary Wealth Advisors first reported a position in Strive US Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
Visionary Wealth Advisors's Strive US Semiconductor ETF position peaked at $2.96M in Q2 2024.
43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.