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Global Wealth Strategies & Associates’s Strive US Energy ETF DRLL Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-188
Closed -$5.89K – 345
2024
Q1 		$5.89K Buy
+188
New +$5.38K ﹤0.01% 210

Other funds holding DRLL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Global Wealth Strategies & Associates's DRLL Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of Strive US Energy ETF (DRLL) in Q2 2024, closing a stake of 188 shares — an estimated $5.89K sold.

Global Wealth Strategies & Associates first reported a position in DRLL in Q1 2024 and held it in 1 quarter. The position peaked at $5.89K in Q1 2024. 120 funds tracked by Wall St. Rank hold DRLL as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining Strive US Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 188 Strive US Energy ETF shares in Q2 2024, an estimated $5.89K.
  • Global Wealth Strategies & Associates first reported a position in Strive US Energy ETF in Q1 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Strive US Energy ETF position peaked at $5.89K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.