McClarren Financial Advisors’s Strive US Energy ETF DRLL Stock Holding History

McClarren Financial 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
2025 Q2	–	Sell	-309	Closed	-$29K	–	144
2025 Q1	$29K	Sell	309 -677	-69%	-$19.4K	0.02%	171
2024 Q4	$26K	Buy	986 +685	+228%	+$19.8K	0.07%	119
2024 Q3	$11	Buy	301 +182	+153%	+$5.27K	﹤0.01%	184
2024 Q2	$29K	Sell	119 -848	-88%	-$26.2K	0.02%	183
2024 Q1	$31K	Buy	967 +2	+0.2%	+$57	0.02%	178
2023 Q4	$27K	Buy	965 +16	+2%	+$458	0.02%	204
2023 Q3	$28K	Buy	949 +4	+0.4%	+$117	0.02%	182
2023 Q2	$25K	Buy	945 +739	+359%	+$20.2K	0.02%	202
2023 Q1	$5K	Buy	206 +2	+1%	+$57	﹤0.01%	270
2022 Q4	$6K	Hold	204	–	–	0.01%	269
2022 Q3	$5K	Buy	+204	New	+$5.46K	0.01%	253

Other funds holding DRLL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VWA

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

McClarren Financial Advisors's DRLL Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Strive US Energy ETF (DRLL) in Q2 2025, closing a stake of 309 shares — an estimated $29K sold.

McClarren Financial Advisors first reported a position in DRLL in Q3 2022 and held it in 11 quarters. The position peaked at $31K in Q1 2024. 104 funds tracked by Wall St. Rank hold DRLL as of Q2 2025.

McClarren Financial Advisors reported no remaining Strive US Energy ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 309 Strive US Energy ETF shares in Q2 2025, an estimated $29K.
McClarren Financial Advisors first reported a position in Strive US Energy ETF in Q3 2022 and held it in 11 quarters.
McClarren Financial Advisors's Strive US Energy ETF position peaked at $31K in Q1 2024.
104 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.