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

EverSource 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
2023
Q4 		– Sell
-18
Closed -$532 – 2667
2023
Q3 		$532 Hold
18
– – ﹤0.01% 2359
2023
Q2 		$480 Buy
18
+1
+6% +$27 ﹤0.01% 2365
2023
Q1 		$484 Sell
17
-19
-53% -$546 ﹤0.01% 2231
2022
Q4 		$1.06K Hold
36
– – ﹤0.01% 2075
2022
Q3 		$1K Buy
+36
New +$963 ﹤0.01% 1802

Other funds holding DRLL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EverSource Wealth Advisors's DRLL Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Strive US Energy ETF (DRLL) in Q4 2023, closing a stake of 18 shares — an estimated $532 sold.

EverSource Wealth Advisors first reported a position in DRLL in Q3 2022 and held it in 5 quarters. The position peaked at $1.06K in Q4 2022. 115 funds tracked by Wall St. Rank hold DRLL as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining Strive US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 18 Strive US Energy ETF shares in Q4 2023, an estimated $532.
  • EverSource Wealth Advisors first reported a position in Strive US Energy ETF in Q3 2022 and held it in 5 quarters.
  • EverSource Wealth Advisors's Strive US Energy ETF position peaked at $1.06K in Q4 2022.
  • 115 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.