CWP
DRLL icon

Concord Wealth Partners’s Strive US Energy ETF DRLL Stock Holding History

Concord Wealth 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
2024
Q4 		– Sell
-500
Closed -$14K – 941
2024
Q3 		$14K Buy
+500
New +$14.5K ﹤0.01% 517
2024
Q2 		– Sell
-500
Closed -$15.7K – 865
2024
Q1 		$15.7K Hold
500
– – ﹤0.01% 520
2023
Q4 		$14K Hold
500
– – ﹤0.01% 524
2023
Q3 		$15K Hold
500
– – ﹤0.01% 556
2023
Q2 		$13.7K Hold
500
– – ﹤0.01% 557
2023
Q1 		$13.9K Hold
500
– – ﹤0.01% 548
2022
Q4 		$14.7K Buy
+500
New +$14.8K ﹤0.01% 580

Other funds holding DRLL

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Concord Wealth Partners's DRLL Position: Q4 2024 in Review

Concord Wealth Partners sold out of Strive US Energy ETF (DRLL) in Q4 2024, closing a stake of 500 shares — an estimated $14K sold.

Concord Wealth Partners first reported a position in DRLL in Q4 2022 and held it in 7 quarters. The position peaked at $15.7K in Q1 2024. 124 funds tracked by Wall St. Rank hold DRLL as of Q4 2024.

  • Concord Wealth Partners reported no remaining Strive US Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 500 Strive US Energy ETF shares in Q4 2024, an estimated $14K.
  • Concord Wealth Partners first reported a position in Strive US Energy ETF in Q4 2022 and held it in 7 quarters.
  • Concord Wealth Partners's Strive US Energy ETF position peaked at $15.7K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.