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Comprehensive Financial Planning’s Strive US Energy ETF DRLL Stock Holding History

Comprehensive Financial Planning’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
Q2 		– Sell
-198
Closed -$5.89K – 341
2025
Q1 		$5.89K Buy
198
+1
+0.5% +$29 0.01% 246
2024
Q4 		$5.38K Buy
+197
New +$5.7K ﹤0.01% 273

Other funds holding DRLL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Comprehensive Financial Planning's DRLL Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of Strive US Energy ETF (DRLL) in Q2 2025, closing a stake of 198 shares — an estimated $5.89K sold.

Comprehensive Financial Planning first reported a position in DRLL in Q4 2024 and held it in 2 quarters. The position peaked at $5.89K in Q1 2025. 104 funds tracked by Wall St. Rank hold DRLL as of Q2 2025.

  • Comprehensive Financial Planning reported no remaining Strive US Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 198 Strive US Energy ETF shares in Q2 2025, an estimated $5.89K.
  • Comprehensive Financial Planning first reported a position in Strive US Energy ETF in Q4 2024 and held it in 2 quarters.
  • Comprehensive Financial Planning's Strive US Energy ETF position peaked at $5.89K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.