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

Castle 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
2022
Q4 		– Sell
-2,145
Closed -$53K – 249
2022
Q3 		$53K Buy
+2,145
New +$57.4K 0.03% 206

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KAS
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castle Wealth Management's DRLL Position: Q4 2022 in Review

Castle Wealth Management sold out of Strive US Energy ETF (DRLL) in Q4 2022, closing a stake of 2,145 shares — an estimated $53K sold.

Castle Wealth Management first reported a position in DRLL in Q3 2022 and held it in 1 quarter. The position peaked at $53K in Q3 2022. 105 funds tracked by Wall St. Rank hold DRLL as of Q4 2022.

  • Castle Wealth Management reported no remaining Strive US Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,145 Strive US Energy ETF shares in Q4 2022, an estimated $53K.
  • Castle Wealth Management first reported a position in Strive US Energy ETF in Q3 2022 and held it in 1 quarter.
  • Castle Wealth Management's Strive US Energy ETF position peaked at $53K in Q3 2022.
  • 105 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.