Howe & Rusling’s Strive US Energy ETF DRLL Stock Holding History

Howe & Rusling’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	$74K	Buy	+1,875	New	+$63.9K	﹤0.01%	341
2025 Q3	–	Sell	-1,875	Closed	-$50.9K	–	459
2025 Q2	$50.9K	Hold	1,875	–	–	﹤0.01%	348
2025 Q1	$55.7K	Buy	+1,875	New	+$53.7K	﹤0.01%	325
2022 Q4	–	Sell	-1,875	Closed	-$47K	–	523
2022 Q3	$47K	Buy	+1,875	New	+$50.2K	0.01%	327

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 $44.6B AUM 28.94% 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

Howe & Rusling's DRLL Position: Q1 2026 in Review

Howe & Rusling opened a new position in Strive US Energy ETF (DRLL) in Q1 2026: 1,875 shares worth $74K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in DRLL as recently as Q2 2025.

Howe & Rusling first reported a position in DRLL in Q3 2022 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold DRLL as of Q1 2026.

Howe & Rusling held 1,875 shares of Strive US Energy ETF worth $74K as of Q1 2026.
Strive US Energy ETF was a new Howe & Rusling position in Q1 2026.
Strive US Energy ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #341 holding.
Howe & Rusling first reported a position in Strive US Energy ETF in Q3 2022 and has held it in 4 quarters since.
100 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.