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ICA Group Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

ICA Group Wealth Management’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
-200
Closed -$6.26K – 903
2024
Q1 		$6.26K Hold
200
– – ﹤0.01% 993
2023
Q4 		$5.61K Buy
+200
New +$5.72K ﹤0.01% 1001

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

ICA Group Wealth Management's DRLL Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Strive US Energy ETF (DRLL) in Q2 2024, closing a stake of 200 shares — an estimated $6.26K sold.

ICA Group Wealth Management first reported a position in DRLL in Q4 2023 and held it in 2 quarters. The position peaked at $6.26K in Q1 2024. 120 funds tracked by Wall St. Rank hold DRLL as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Strive US Energy ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 200 Strive US Energy ETF shares in Q2 2024, an estimated $6.26K.
  • ICA Group Wealth Management first reported a position in Strive US Energy ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Strive US Energy ETF position peaked at $6.26K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.