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Buck Wealth Strategies’s Strive US Energy ETF DRLL Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-150
Closed -$4.51K – 134
2023
Q3 		$4.51K Hold
150
– – ﹤0.01% 246
2023
Q2 		$4.1K Buy
+150
New +$4.11K ﹤0.01% 196

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VWA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Buck Wealth Strategies's DRLL Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Strive US Energy ETF (DRLL) in Q4 2023, closing a stake of 150 shares — an estimated $4.51K sold.

Buck Wealth Strategies first reported a position in DRLL in Q2 2023 and held it in 2 quarters. The position peaked at $4.51K in Q3 2023. 115 funds tracked by Wall St. Rank hold DRLL as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Strive US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 150 Strive US Energy ETF shares in Q4 2023, an estimated $4.51K.
  • Buck Wealth Strategies first reported a position in Strive US Energy ETF in Q2 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Strive US Energy ETF position peaked at $4.51K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.