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Impact Partnership Wealth’s Strive US Energy ETF DRLL Stock Holding History

Impact Partnership Wealth’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
-50
Closed -$1.57K – 330
2024
Q1 		$1.57K Hold
50
– – ﹤0.01% 594
2023
Q4 		$1.4K Hold
50
– – ﹤0.01% 726
2023
Q3 		$1.5K Hold
50
– – ﹤0.01% 863
2023
Q2 		$1.37K Buy
+50
New +$1.37K ﹤0.01% 746

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

Impact Partnership Wealth's DRLL Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Strive US Energy ETF (DRLL) in Q2 2024, closing a stake of 50 shares — an estimated $1.57K sold.

Impact Partnership Wealth first reported a position in DRLL in Q2 2023 and held it in 4 quarters. The position peaked at $1.57K in Q1 2024. 120 funds tracked by Wall St. Rank hold DRLL as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Strive US Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 50 Strive US Energy ETF shares in Q2 2024, an estimated $1.57K.
  • Impact Partnership Wealth first reported a position in Strive US Energy ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Strive US Energy ETF position peaked at $1.57K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.