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Money Concepts Capital’s Strive US Energy ETF DRLL Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-4,025
Closed -$119K – 1095
2022
Q4 		$119K Buy
+4,025
New +$119K 0.01% 900

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RJFSA
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Stifel Financial
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Royal Bank of Canada
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CAN
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FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's DRLL Position: Q1 2023 in Review

Money Concepts Capital sold out of Strive US Energy ETF (DRLL) in Q1 2023, closing a stake of 4,025 shares — an estimated $119K sold.

Money Concepts Capital first reported a position in DRLL in Q4 2022 and held it in 1 quarter. The position peaked at $119K in Q4 2022. 108 funds tracked by Wall St. Rank hold DRLL as of Q1 2023.

  • Money Concepts Capital reported no remaining Strive US Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4,025 Strive US Energy ETF shares in Q1 2023, an estimated $119K.
  • Money Concepts Capital first reported a position in Strive US Energy ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Strive US Energy ETF position peaked at $119K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.