Holistic Planning’s Strive US Energy ETF DRLL Stock Holding History

Holistic Planning’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 Q1	$554K	Sell	14,037 -2,461	-15%	-$83.8K	0.11%	167
2025 Q4	$471K	Sell	16,498 -3,358	-17%	-$96.2K	0.1%	165
2025 Q3	$571K	Sell	19,856 -1,858	-9%	-$52.4K	0.15%	114
2025 Q2	$589K	Buy	21,714 +30	+0.1%	+$798	0.17%	104
2025 Q1	$644K	Buy	21,684 +1,486	+7%	+$42.6K	0.22%	82
2024 Q4	$551K	Buy	20,198 +9,857	+95%	+$285K	0.2%	93
2024 Q3	$290K	Buy	10,341 +955	+10%	+$27.6K	0.12%	119
2024 Q2	$294K	Hold	9,386	–	–	0.23%	86
2024 Q1	$294K	Sell	9,386 -211	-2%	-$6.04K	0.22%	86
2023 Q4	$269K	Buy	+9,597	New	+$274K	0.23%	90

Other funds holding DRLL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWA

Argos Wealth Advisors Sacramento, California $348M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Holistic Planning's DRLL Position: Q1 2026 in Review

Holistic Planning reduced its Strive US Energy ETF (DRLL) stake by 15% in Q1 2026, selling an estimated $83.8K and leaving 14,037 shares worth $554K. The position accounts for 0.11% of the portfolio, ranked #167.

Holistic Planning first reported a position in DRLL in Q4 2023 and has held it in 10 quarters since. The position peaked at $644K in Q1 2025. 100 funds tracked by Wall St. Rank hold DRLL as of Q1 2026.

Holistic Planning held 14,037 shares of Strive US Energy ETF worth $554K as of Q1 2026.
Holistic Planning sold 2,461 Strive US Energy ETF shares in Q1 2026, an estimated $83.8K.
Strive US Energy ETF made up 0.11% of Holistic Planning's portfolio in Q1 2026, its #167 holding.
Holistic Planning first reported a position in Strive US Energy ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Strive US Energy ETF position peaked at $644K in Q1 2025.
100 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.