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CreativeOne Wealth’s Strive US Energy ETF DRLL Stock Holding History

CreativeOne Wealth’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
-18,322
Closed -$500K – 1087
2024
Q4 		$500K Buy
+18,322
New +$530K 0.02% 694

Other funds holding DRLL

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
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

CreativeOne Wealth's DRLL Position: Q1 2025 in Review

CreativeOne Wealth sold out of Strive US Energy ETF (DRLL) in Q1 2025, closing a stake of 18,322 shares — an estimated $500K sold.

CreativeOne Wealth first reported a position in DRLL in Q4 2024 and held it in 1 quarter. The position peaked at $500K in Q4 2024. 110 funds tracked by Wall St. Rank hold DRLL as of Q1 2025.

  • CreativeOne Wealth reported no remaining Strive US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 18,322 Strive US Energy ETF shares in Q1 2025, an estimated $500K.
  • CreativeOne Wealth first reported a position in Strive US Energy ETF in Q4 2024 and held it in 1 quarter.
  • CreativeOne Wealth's Strive US Energy ETF position peaked at $500K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.