Montgomery Financial Services’s Strive US Energy ETF DRLL Stock Holding History

Montgomery Financial Services’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
2026 Q2	$3.42K	Buy	+102	New	+$3.69K	﹤0.01%	248

Other funds holding DRLL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWA

Argos Wealth Advisors Sacramento, California $378M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Montgomery Financial Services's DRLL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Strive US Energy ETF (DRLL) in Q2 2026: 102 shares worth $3.42K. The stake represents ﹤0.01% of the portfolio and ranks #248 among its holdings.

96 funds tracked by Wall St. Rank hold DRLL as of Q2 2026.

Montgomery Financial Services held 102 shares of Strive US Energy ETF worth $3.42K as of Q2 2026.
Strive US Energy ETF was a new Montgomery Financial Services position in Q2 2026.
Strive US Energy ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #248 holding.
96 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.