JFS Wealth Advisors’s Strive US Energy ETF DRLL Stock Holding History

JFS Wealth Advisors’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
2022 Q4	–	Sell	-105	Closed	-$3K	–	1960
2022 Q3	$3K	Buy	+105	New	+$2.81K	﹤0.01%	1164

Other funds holding DRLL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFS Wealth Advisors's DRLL Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Strive US Energy ETF (DRLL) in Q4 2022, closing a stake of 105 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in DRLL in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 105 funds tracked by Wall St. Rank hold DRLL as of Q4 2022.

JFS Wealth Advisors reported no remaining Strive US Energy ETF position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 105 Strive US Energy ETF shares in Q4 2022, an estimated $3K.
JFS Wealth Advisors first reported a position in Strive US Energy ETF in Q3 2022 and held it in 1 quarter.
JFS Wealth Advisors's Strive US Energy ETF position peaked at $3K in Q3 2022.
105 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.