Evergreen Private Wealth’s Strive US Energy ETF DRLL Stock Holding History

Evergreen Private 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 Q4	–	Sell	-390	Closed	-$11.2K	–	127
2025 Q3	$11.2K	Hold	390	–	–	﹤0.01%	154
2025 Q2	$10.6K	Hold	390	–	–	﹤0.01%	156
2025 Q1	$11.6K	Hold	390	–	–	0.01%	150
2024 Q4	$10.6K	Hold	390	–	–	0.01%	160
2024 Q3	$11K	Hold	390	–	–	0.01%	157
2024 Q2	$11.7K	Hold	390	–	–	0.01%	160
2024 Q1	$12.2K	Hold	390	–	–	0.01%	161
2023 Q4	$10.9K	Buy	+390	New	+$11.2K	0.01%	169

Other funds holding DRLL

SAA

Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AWA

Argos Wealth Advisors Sacramento, California $378M AUM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Evergreen Private Wealth's DRLL Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Strive US Energy ETF (DRLL) in Q4 2025, closing a stake of 390 shares — an estimated $11.2K sold.

Evergreen Private Wealth first reported a position in DRLL in Q4 2023 and held it in 8 quarters. The position peaked at $12.2K in Q1 2024. 92 funds tracked by Wall St. Rank hold DRLL as of Q4 2025.

Evergreen Private Wealth reported no remaining Strive US Energy ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 390 Strive US Energy ETF shares in Q4 2025, an estimated $11.2K.
Evergreen Private Wealth first reported a position in Strive US Energy ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Strive US Energy ETF position peaked at $12.2K in Q1 2024.
92 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.