Pacific Capital Wealth Advisors’s Strive US Energy ETF DRLL Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-369	Closed	-$10.1K	–	164
2024 Q4	$10.1K	Buy	369 +169	+85%	+$4.89K	﹤0.01%	270
2024 Q3	$5.62K	Hold	200	–	–	﹤0.01%	342
2024 Q2	$5.99K	Hold	200	–	–	﹤0.01%	370
2024 Q1	$6.26K	Sell	200 -5,915	-97%	-$169K	﹤0.01%	276
2023 Q4	$172K	Sell	6,115 -6,234	-50%	-$178K	0.04%	67
2023 Q3	$371K	Buy	+12,349	New	+$362K	0.1%	51

Other funds holding DRLL

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

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

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

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

VWA

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

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

FMN

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Pacific Capital Wealth Advisors's DRLL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Strive US Energy ETF (DRLL) in Q1 2025, closing a stake of 369 shares — an estimated $10.1K sold.

Pacific Capital Wealth Advisors first reported a position in DRLL in Q3 2023 and held it in 6 quarters. The position peaked at $371K in Q3 2023. 110 funds tracked by Wall St. Rank hold DRLL as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Strive US Energy ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 369 Strive US Energy ETF shares in Q1 2025, an estimated $10.1K.
Pacific Capital Wealth Advisors first reported a position in Strive US Energy ETF in Q3 2023 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Strive US Energy ETF position peaked at $371K in Q3 2023.
110 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.