Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Strive US Energy ETF DRLL Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$189K Sell
4,799
-55
-1% -$1.87K ﹤0.01% 2783
2025
Q4 		$138K Buy
4,854
+224
+5% +$6.42K ﹤0.01% 2838
2025
Q3 		$133K Buy
4,630
+690
+18% +$19.5K ﹤0.01% 2755
2025
Q2 		$107K Hold
3,940
– – ﹤0.01% 2652
2025
Q1 		$117K Sell
3,940
-258
-6% -$7.39K ﹤0.01% 2285
2024
Q4 		$114K Buy
4,198
+1,510
+56% +$43.7K ﹤0.01% 2197
2024
Q3 		$76K Buy
2,688
+148
+6% +$4.28K ﹤0.01% 2368
2024
Q2 		$76K Buy
2,540
+146
+6% +$4.5K ﹤0.01% 2173
2024
Q1 		$75K Sell
2,394
-155
-6% -$4.43K ﹤0.01% 2039
2023
Q4 		$71K Sell
2,549
-77
-3% -$2.2K ﹤0.01% 1965
2023
Q3 		$79K Hold
2,626
– – ﹤0.01% 1774
2023
Q2 		$72K Buy
2,626
+368
+16% +$10.1K ﹤0.01% 1756
2023
Q1 		$63K Sell
2,258
-115
-5% -$3.3K ﹤0.01% 1739
2022
Q4 		$70K Buy
2,373
+1,965
+482% +$58K ﹤0.01% 1539
2022
Q3 		$10K Buy
+408
New +$10.9K ﹤0.01% 2668

Other funds holding DRLL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Argos Wealth Advisors Sacramento, California $378M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DRLL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Strive US Energy ETF (DRLL) stake by 1.1% in Q1 2026, selling an estimated $1.87K and leaving 4,799 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Carson Wealth (CWM LLC) first reported a position in DRLL in Q3 2022 and has held it in 15 quarters since. 100 funds tracked by Wall St. Rank hold DRLL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,799 shares of Strive US Energy ETF worth $189K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 55 Strive US Energy ETF shares in Q1 2026, an estimated $1.87K.
  • Strive US Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2783 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strive US Energy ETF in Q3 2022 and has held it in 15 quarters since.
  • 100 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.