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Bartlett & Co Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

Bartlett & Co 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
2024
Q3 		– Sell
-140
Closed -$4.19K – 1139
2024
Q2 		$4.19K Hold
140
– – ﹤0.01% 1002
2024
Q1 		$4.38K Buy
+140
New +$4K ﹤0.01% 983

Other funds holding DRLL

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Bartlett & Co Wealth Management's DRLL Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Strive US Energy ETF (DRLL) in Q3 2024, closing a stake of 140 shares — an estimated $4.19K sold.

Bartlett & Co Wealth Management first reported a position in DRLL in Q1 2024 and held it in 2 quarters. The position peaked at $4.38K in Q1 2024. 112 funds tracked by Wall St. Rank hold DRLL as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Strive US Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 140 Strive US Energy ETF shares in Q3 2024, an estimated $4.19K.
  • Bartlett & Co Wealth Management first reported a position in Strive US Energy ETF in Q1 2024 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Strive US Energy ETF position peaked at $4.38K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.