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Centerpoint Advisors’s Strive US Energy ETF DRLL Stock Holding History

Centerpoint Advisors’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
Q1 		– Sell
-800
Closed -$22K – 434
2023
Q4 		$22K Hold
800
– – 0.01% 219
2023
Q3 		$24K Hold
800
– – 0.01% 208
2023
Q2 		$22K Hold
800
– – 0.01% 230
2023
Q1 		$22K Hold
800
– – 0.01% 242
2022
Q4 		$24K Hold
800
– – 0.01% 194
2022
Q3 		$20K Buy
+800
New +$21.4K 0.01% 182

Other funds holding DRLL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Centerpoint Advisors's DRLL Position: Q1 2024 in Review

Centerpoint Advisors sold out of Strive US Energy ETF (DRLL) in Q1 2024, closing a stake of 800 shares — an estimated $22K sold.

Centerpoint Advisors first reported a position in DRLL in Q3 2022 and held it in 6 quarters. The position peaked at $24K in Q3 2023. 120 funds tracked by Wall St. Rank hold DRLL as of Q1 2024.

  • Centerpoint Advisors reported no remaining Strive US Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 800 Strive US Energy ETF shares in Q1 2024, an estimated $22K.
  • Centerpoint Advisors first reported a position in Strive US Energy ETF in Q3 2022 and held it in 6 quarters.
  • Centerpoint Advisors's Strive US Energy ETF position peaked at $24K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2024.

Based on Centerpoint Advisors's 13F filing for Q1 2024, filed 2 May 2024.