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Coppell Advisory Solutions’s Strive US Energy ETF DRLL Stock Holding History

Coppell Advisory Solutions’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
-40
Closed -$1.08K – 731
2024
Q4 		$1.08K Hold
40
– – ﹤0.01% 1645
2024
Q3 		$1.12K Hold
40
– – ﹤0.01% 1561
2024
Q2 		$1.2K Buy
+40
New +$1.23K ﹤0.01% 1471

Other funds holding DRLL

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Cambridge Investment Research Advisors
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coppell Advisory Solutions's DRLL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Strive US Energy ETF (DRLL) in Q1 2025, closing a stake of 40 shares — an estimated $1.08K sold.

Coppell Advisory Solutions first reported a position in DRLL in Q2 2024 and held it in 3 quarters. The position peaked at $1.2K in Q2 2024. 110 funds tracked by Wall St. Rank hold DRLL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Strive US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 40 Strive US Energy ETF shares in Q1 2025, an estimated $1.08K.
  • Coppell Advisory Solutions first reported a position in Strive US Energy ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Strive US Energy ETF position peaked at $1.2K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.