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Lee, Danner & Bass’s Strive US Energy ETF DRLL Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-750
Closed -$20.5K – 342
2024
Q4 		$20.5K Buy
+750
New +$21.7K ﹤0.01% 457

Other funds holding DRLL

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee, Danner & Bass's DRLL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Strive US Energy ETF (DRLL) in Q1 2025, closing a stake of 750 shares — an estimated $20.5K sold.

Lee, Danner & Bass first reported a position in DRLL in Q4 2024 and held it in 1 quarter. The position peaked at $20.5K in Q4 2024. 110 funds tracked by Wall St. Rank hold DRLL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Strive US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 750 Strive US Energy ETF shares in Q1 2025, an estimated $20.5K.
  • Lee, Danner & Bass first reported a position in Strive US Energy ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Strive US Energy ETF position peaked at $20.5K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.