Kelly Financial Services’s Strive US Energy ETF DRLL Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-114	Closed	-$3.43K	–	269
2024 Q2	$3.43K	Hold	114	–	–	﹤0.01%	534
2024 Q1	$3.56K	Hold	114	–	–	﹤0.01%	539
2023 Q4	$3.19K	Buy	114 +2	+2%	+$57	﹤0.01%	529
2023 Q3	$3.37K	Buy	112 +1	+0.9%	+$29	﹤0.01%	496
2023 Q2	$3.04K	Buy	111 +1	+0.9%	+$27	﹤0.01%	510
2023 Q1	$3.07K	Buy	110 +1	+0.9%	+$29	﹤0.01%	478
2022 Q4	$3.21K	Hold	109	–	–	﹤0.01%	457
2022 Q3	$2.71K	Buy	+109	New	+$2.92K	﹤0.01%	470

Other funds holding DRLL

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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

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

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

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

FMN

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

RJFSA

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Kelly Financial Services's DRLL Position: Q3 2024 in Review

Kelly Financial Services sold out of Strive US Energy ETF (DRLL) in Q3 2024, closing a stake of 114 shares — an estimated $3.43K sold.

Kelly Financial Services first reported a position in DRLL in Q3 2022 and held it in 8 quarters. The position peaked at $3.56K in Q1 2024. 112 funds tracked by Wall St. Rank hold DRLL as of Q3 2024.

Kelly Financial Services reported no remaining Strive US Energy ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 114 Strive US Energy ETF shares in Q3 2024, an estimated $3.43K.
Kelly Financial Services first reported a position in Strive US Energy ETF in Q3 2022 and held it in 8 quarters.
Kelly Financial Services's Strive US Energy ETF position peaked at $3.56K in Q1 2024.
112 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.