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Prosperity Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

Prosperity 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
2023
Q2 		– Sell
-10,705
Closed -$298K – 167
2023
Q1 		$298K Sell
10,705
-170
-2% -$4.88K 0.24% 80
2022
Q4 		$320K Buy
+10,875
New +$321K 0.3% 74

Other funds holding DRLL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Prosperity Wealth Management's DRLL Position: Q2 2023 in Review

Prosperity Wealth Management sold out of Strive US Energy ETF (DRLL) in Q2 2023, closing a stake of 10,705 shares — an estimated $298K sold.

Prosperity Wealth Management first reported a position in DRLL in Q4 2022 and held it in 2 quarters. The position peaked at $320K in Q4 2022. 106 funds tracked by Wall St. Rank hold DRLL as of Q2 2023.

  • Prosperity Wealth Management reported no remaining Strive US Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 10,705 Strive US Energy ETF shares in Q2 2023, an estimated $298K.
  • Prosperity Wealth Management first reported a position in Strive US Energy ETF in Q4 2022 and held it in 2 quarters.
  • Prosperity Wealth Management's Strive US Energy ETF position peaked at $320K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.