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

EP Wealth Advisors’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
2026 Q2	$686K	Buy	20,485 +1,094	+6%	+$39.6K	﹤0.01%	883
2026 Q1	$765K	Buy	19,391 +309	+2%	+$10.5K	﹤0.01%	726
2025 Q4	$544K	Buy	+19,082	New	+$547K	﹤0.01%	842
2025 Q2	$522K	Buy	19,251 +169	+0.9%	+$4.49K	﹤0.01%	766
2025 Q1	$567K	Hold	19,082	–	–	﹤0.01%	662
2024 Q4	$520K	Sell	19,082 -1,021	-5%	-$29.5K	﹤0.01%	683
2024 Q3	$565K	Buy	20,103 +286	+1%	+$8.28K	﹤0.01%	652
2024 Q2	$593K	Buy	+19,817	New	+$611K	0.01%	496

Other funds holding DRLL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

Argos Wealth Advisors Sacramento, California $378M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EP Wealth Advisors's DRLL Position: Q2 2026 in Review

EP Wealth Advisors increased its Strive US Energy ETF (DRLL) stake by 5.6% in Q2 2026, buying an estimated $39.6K and bringing the position to 20,485 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

EP Wealth Advisors first reported a position in DRLL in Q2 2024 and has held it in 8 quarters since. The position peaked at $765K in Q1 2026. 97 funds tracked by Wall St. Rank hold DRLL as of Q2 2026.

EP Wealth Advisors held 20,485 shares of Strive US Energy ETF worth $686K as of Q2 2026.
EP Wealth Advisors bought 1,094 Strive US Energy ETF shares in Q2 2026, an estimated $39.6K.
Strive US Energy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #883 holding.
EP Wealth Advisors first reported a position in Strive US Energy ETF in Q2 2024 and has held it in 8 quarters since.
EP Wealth Advisors's Strive US Energy ETF position peaked at $765K in Q1 2026.
97 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.