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

Financial Network 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
2024
Q3 		– Sell
-212
Closed -$6.35K – 852
2024
Q2 		$6.35K Buy
+212
New +$6.54K ﹤0.01% 558

Other funds holding DRLL

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Financial Network Wealth Advisors's DRLL Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Strive US Energy ETF (DRLL) in Q3 2024, closing a stake of 212 shares — an estimated $6.35K sold.

Financial Network Wealth Advisors first reported a position in DRLL in Q2 2024 and held it in 1 quarter. The position peaked at $6.35K in Q2 2024. 112 funds tracked by Wall St. Rank hold DRLL as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Strive US Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 212 Strive US Energy ETF shares in Q3 2024, an estimated $6.35K.
  • Financial Network Wealth Advisors first reported a position in Strive US Energy ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Strive US Energy ETF position peaked at $6.35K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.