Benjamin F. Edwards & Company’s Strive US Energy ETF DRLL Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$21K	Buy	715 +500	+233%	+$15.4K	﹤0.01%	1530
2024 Q1	$7K	Hold	215	–	–	﹤0.01%	1768
2023 Q4	$6K	Hold	215	–	–	﹤0.01%	1798
2023 Q3	$6K	Hold	215	–	–	﹤0.01%	1499
2023 Q2	$6K	Hold	215	–	–	﹤0.01%	1497
2023 Q1	$6K	Hold	215	–	–	﹤0.01%	1495
2022 Q4	$6K	Buy	+215	New	+$6.35K	﹤0.01%	1524

Other funds holding DRLL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

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

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Benjamin F. Edwards & Company's DRLL Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Strive US Energy ETF (DRLL) stake by 233% in Q2 2024, buying an estimated $15.4K and bringing the position to 715 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Benjamin F. Edwards & Company first reported a position in DRLL in Q4 2022 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold DRLL as of Q2 2024.

Benjamin F. Edwards & Company held 715 shares of Strive US Energy ETF worth $21K as of Q2 2024.
Benjamin F. Edwards & Company bought 500 Strive US Energy ETF shares in Q2 2024, an estimated $15.4K.
Strive US Energy ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1530 holding.
Benjamin F. Edwards & Company first reported a position in Strive US Energy ETF in Q4 2022 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.