Creative Planning
DRLL icon

Creative Planning’s Strive US Energy ETF DRLL Stock Holding History

Creative 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
2023
Q4 		– Sell
-360
Closed -$10.8K – 2846
2023
Q3 		$10.8K Buy
+360
New +$10.6K ﹤0.01% 2650
2023
Q2 		– Sell
-9,279
Closed -$258K – 2700
2023
Q1 		$258K Sell
9,279
-884
-9% -$25.4K ﹤0.01% 1930
2022
Q4 		$299K Sell
10,163
-483
-5% -$14.3K ﹤0.01% 1730
2022
Q3 		$265K Buy
+10,646
New +$285K ﹤0.01% 1725

Other funds holding DRLL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's DRLL Position: Q4 2023 in Review

Creative Planning sold out of Strive US Energy ETF (DRLL) in Q4 2023, closing a stake of 360 shares — an estimated $10.8K sold.

Creative Planning first reported a position in DRLL in Q3 2022 and held it in 4 quarters. The position peaked at $299K in Q4 2022. 115 funds tracked by Wall St. Rank hold DRLL as of Q4 2023.

  • Creative Planning reported no remaining Strive US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 360 Strive US Energy ETF shares in Q4 2023, an estimated $10.8K.
  • Creative Planning first reported a position in Strive US Energy ETF in Q3 2022 and held it in 4 quarters.
  • Creative Planning's Strive US Energy ETF position peaked at $299K in Q4 2022.
  • 115 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.