Avior Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

Avior Wealth Management’s Portfolio DRLL Stock Details DRLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-77	Closed	-$2.11K	–	1166
2024 Q4	$2.11K	Hold	77	–	–	﹤0.01%	2104
2024 Q3	$2.18K	Sell	77 -2,700	-97%	-$78.2K	﹤0.01%	1964
2024 Q2	$83.2K	Sell	2,777 -664	-19%	-$20.5K	﹤0.01%	923
2024 Q1	$108K	Buy	3,441 +8	+0.2%	+$229	0.01%	933
2023 Q4	$96.3K	Buy	3,433 +1,300	+61%	+$37.2K	0.01%	621
2023 Q3	$64.2K	Buy	2,133 +16	+0.8%	+$469	﹤0.01%	713
2023 Q2	$57.9K	Buy	2,117 +17	+0.8%	+$466	﹤0.01%	726
2023 Q1	$58.4K	Buy	2,100 +25	+1%	+$718	﹤0.01%	735
2022 Q4	$61.1K	Hold	2,075	–	–	﹤0.01%	591
2022 Q3	$51K	Buy	+2,075	New	+$55.5K	﹤0.01%	601

Other funds holding DRLL

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's DRLL Position: Q1 2025 in Review

Avior Wealth Management sold out of Strive US Energy ETF (DRLL) in Q1 2025, closing a stake of 77 shares — an estimated $2.11K sold.

Avior Wealth Management first reported a position in DRLL in Q3 2022 and held it in 10 quarters. The position peaked at $108K in Q1 2024. 110 funds tracked by Wall St. Rank hold DRLL as of Q1 2025.

Avior Wealth Management reported no remaining Strive US Energy ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 77 Strive US Energy ETF shares in Q1 2025, an estimated $2.11K.
Avior Wealth Management first reported a position in Strive US Energy ETF in Q3 2022 and held it in 10 quarters.
Avior Wealth Management's Strive US Energy ETF position peaked at $108K in Q1 2024.
110 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.