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Disciplined Investments’s Strive US Energy ETF DRLL Stock Holding History

Disciplined Investments’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
Q2 		– Sell
-545
Closed -$15.2K – 1699
2023
Q1 		$15.2K Hold
545
– – 0.01% 324
2022
Q4 		$16.1K Hold
545
– – 0.01% 296
2022
Q3 		$14K Buy
+545
New +$14.6K 0.01% 336

Other funds holding DRLL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Disciplined Investments's DRLL Position: Q2 2023 in Review

Disciplined Investments sold out of Strive US Energy ETF (DRLL) in Q2 2023, closing a stake of 545 shares — an estimated $15.2K sold.

Disciplined Investments first reported a position in DRLL in Q3 2022 and held it in 3 quarters. The position peaked at $16.1K in Q4 2022. 106 funds tracked by Wall St. Rank hold DRLL as of Q2 2023.

  • Disciplined Investments reported no remaining Strive US Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 545 Strive US Energy ETF shares in Q2 2023, an estimated $15.2K.
  • Disciplined Investments first reported a position in Strive US Energy ETF in Q3 2022 and held it in 3 quarters.
  • Disciplined Investments's Strive US Energy ETF position peaked at $16.1K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.