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Copia Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

Copia Wealth Management’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
-2,262
Closed -$61.7K – 460
2024
Q4 		$61.7K Buy
+2,262
New +$65.4K 0.06% 133

Other funds holding DRLL

Cambridge Investment Research Advisors
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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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Copia Wealth Management's DRLL Position: Q1 2025 in Review

Copia Wealth Management sold out of Strive US Energy ETF (DRLL) in Q1 2025, closing a stake of 2,262 shares — an estimated $61.7K sold.

Copia Wealth Management first reported a position in DRLL in Q4 2024 and held it in 1 quarter. The position peaked at $61.7K in Q4 2024. 110 funds tracked by Wall St. Rank hold DRLL as of Q1 2025.

  • Copia Wealth Management reported no remaining Strive US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 2,262 Strive US Energy ETF shares in Q1 2025, an estimated $61.7K.
  • Copia Wealth Management first reported a position in Strive US Energy ETF in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's Strive US Energy ETF position peaked at $61.7K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.