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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 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.