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Planned Solutions’s Strive US Energy ETF DRLL Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-200
Closed -$5.62K – 246
2024
Q3 		$5.62K Buy
+200
New +$5.79K ﹤0.01% 490

Other funds holding DRLL

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Planned Solutions's DRLL Position: Q4 2024 in Review

Planned Solutions sold out of Strive US Energy ETF (DRLL) in Q4 2024, closing a stake of 200 shares — an estimated $5.62K sold.

Planned Solutions first reported a position in DRLL in Q3 2024 and held it in 1 quarter. The position peaked at $5.62K in Q3 2024. 124 funds tracked by Wall St. Rank hold DRLL as of Q4 2024.

  • Planned Solutions reported no remaining Strive US Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 200 Strive US Energy ETF shares in Q4 2024, an estimated $5.62K.
  • Planned Solutions first reported a position in Strive US Energy ETF in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Strive US Energy ETF position peaked at $5.62K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.