Mowery & Schoenfeld Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

Mowery & Schoenfeld Wealth 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
2026 Q1	$356	Buy	+9	New	+$307	﹤0.01%	344
2025 Q4	–	Sell	-9	Closed	-$259	–	480
2025 Q3	$259	Hold	9	–	–	﹤0.01%	376
2025 Q2	$245	Hold	9	–	–	﹤0.01%	382
2025 Q1	$268	Hold	9	–	–	﹤0.01%	443
2024 Q4	$246	Hold	9	–	–	﹤0.01%	477
2024 Q3	$253	Hold	9	–	–	﹤0.01%	228
2024 Q2	$270	Hold	9	–	–	﹤0.01%	206
2024 Q1	$282	Sell	9 -1	-10%	-$29	﹤0.01%	156
2023 Q4	$281	Buy	+10	New	+$286	﹤0.01%	164

Other funds holding DRLL

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

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

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

AWA

Argos Wealth Advisors Sacramento, California $348M AUM

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FMN

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DRLL Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Strive US Energy ETF (DRLL) in Q1 2026: 9 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Mowery & Schoenfeld Wealth Management previously reported a position in DRLL as recently as Q3 2025.

Mowery & Schoenfeld Wealth Management first reported a position in DRLL in Q4 2023 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold DRLL as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 9 shares of Strive US Energy ETF worth $356 as of Q1 2026.
Strive US Energy ETF was a new Mowery & Schoenfeld Wealth Management position in Q1 2026.
Strive US Energy ETF made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #344 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Strive US Energy ETF in Q4 2023 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.