EP Wealth Advisors’s Strive US Energy ETF DRLL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
2025
Q1
$567K Hold
2024
Q4
$520K Sell
2024
Q3
$565K Buy
2024
Q2
$593K Buy