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Wealthspire Advisors (New York)’s Strive US Semiconductor ETF SHOC Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-3,036
Closed -$208K – 1075
2025
Q4 		$208K Buy
3,036
+1
+0% +$67 ﹤0.01% 960
2025
Q3 		$190K Buy
+3,035
New +$173K ﹤0.01% 813

Other funds holding SHOC

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

Wealthspire Advisors (New York)'s SHOC Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Strive US Semiconductor ETF (SHOC) in Q1 2026, closing a stake of 3,036 shares — an estimated $208K sold.

Wealthspire Advisors (New York) first reported a position in SHOC in Q3 2025 and held it in 2 quarters. The position peaked at $208K in Q4 2025. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Strive US Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,036 Strive US Semiconductor ETF shares in Q1 2026, an estimated $208K.
  • Wealthspire Advisors (New York) first reported a position in Strive US Semiconductor ETF in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Strive US Semiconductor ETF position peaked at $208K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.