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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

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Financial Management Network
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Cetera Advisor Networks
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Visionary Wealth Advisors
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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.