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Macroview Investment Management’s Strive US Energy ETF DRLL Stock Holding History

Macroview Investment Management’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
2023
Q4 		– Sell
-21
Closed -$632 – 686
2023
Q3 		$632 Hold
21
– – ﹤0.01% 704
2023
Q2 		$575 Buy
+21
New +$575 ﹤0.01% 446

Other funds holding DRLL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Macroview Investment Management's DRLL Position: Q4 2023 in Review

Macroview Investment Management sold out of Strive US Energy ETF (DRLL) in Q4 2023, closing a stake of 21 shares — an estimated $632 sold.

Macroview Investment Management first reported a position in DRLL in Q2 2023 and held it in 2 quarters. The position peaked at $632 in Q3 2023. 115 funds tracked by Wall St. Rank hold DRLL as of Q4 2023.

  • Macroview Investment Management reported no remaining Strive US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 21 Strive US Energy ETF shares in Q4 2023, an estimated $632.
  • Macroview Investment Management first reported a position in Strive US Energy ETF in Q2 2023 and held it in 2 quarters.
  • Macroview Investment Management's Strive US Energy ETF position peaked at $632 in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.