Castleview Partners’s Strive US Energy ETF DRLL Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-394	Closed	-$10.9K	–	276
2024 Q4	$10.9K	Buy	394 +2	+0.5%	+$58	0.01%	569
2024 Q3	$11K	Buy	392 +3	+0.8%	+$87	0.01%	533
2024 Q2	$11.6K	Buy	+389	New	+$12K	0.01%	498
2024 Q1	–	Sell	-384	Closed	-$11K	–	524
2023 Q4	$10.8K	Buy	+384	New	+$11K	0.01%	508

Other funds holding DRLL

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castleview Partners's DRLL Position: Q1 2025 in Review

Castleview Partners sold out of Strive US Energy ETF (DRLL) in Q1 2025, closing a stake of 394 shares — an estimated $10.9K sold.

Castleview Partners first reported a position in DRLL in Q4 2023 and held it in 4 quarters. The position peaked at $11.6K in Q2 2024. 110 funds tracked by Wall St. Rank hold DRLL as of Q1 2025.

Castleview Partners reported no remaining Strive US Energy ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 394 Strive US Energy ETF shares in Q1 2025, an estimated $10.9K.
Castleview Partners first reported a position in Strive US Energy ETF in Q4 2023 and held it in 4 quarters.
Castleview Partners's Strive US Energy ETF position peaked at $11.6K in Q2 2024.
110 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.