Leverty Financial Group’s Strive US Energy ETF DRLL Stock Holding History

Leverty Financial Group’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 Q1	–	Sell	-7,992	Closed	-$224K	–	35
2023 Q4	$224K	Hold	7,992	–	–	0.14%	30
2023 Q3	$240K	Sell	7,992 -374	-4%	-$11K	0.17%	24
2023 Q2	$229K	Sell	8,366 -560	-6%	-$15.3K	0.17%	25
2023 Q1	$248K	Buy	8,926 +78	+0.9%	+$2.24K	0.19%	25
2022 Q4	$261K	Buy	+8,848	New	+$261K	0.22%	22

Other funds holding DRLL

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

RJFSA

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

VWA

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

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

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

FMN

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leverty Financial Group's DRLL Position: Q1 2024 in Review

Leverty Financial Group sold out of Strive US Energy ETF (DRLL) in Q1 2024, closing a stake of 7,992 shares — an estimated $224K sold.

Leverty Financial Group first reported a position in DRLL in Q4 2022 and held it in 5 quarters. The position peaked at $261K in Q4 2022. 120 funds tracked by Wall St. Rank hold DRLL as of Q1 2024.

Leverty Financial Group reported no remaining Strive US Energy ETF position as of Q1 2024 after selling out during the quarter.
Leverty Financial Group sold 7,992 Strive US Energy ETF shares in Q1 2024, an estimated $224K.
Leverty Financial Group first reported a position in Strive US Energy ETF in Q4 2022 and held it in 5 quarters.
Leverty Financial Group's Strive US Energy ETF position peaked at $261K in Q4 2022.
120 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2024.

Based on Leverty Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.