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Rise Advisors’s Strive US Energy ETF DRLL Stock Holding History

Rise 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
2024
Q4 		– Sell
-208
Closed -$5.84K – 1145
2024
Q3 		$5.84K Buy
208
+1
+0.5% +$29 ﹤0.01% 1071
2024
Q2 		$6.18K Buy
207
+2
+1% +$62 ﹤0.01% 1066
2024
Q1 		$6.42K Hold
205
– – ﹤0.01% 1078
2023
Q4 		$5.76K Buy
205
+3
+1% +$86 ﹤0.01% 369
2023
Q3 		$6.08K Buy
202
+1
+0.5% +$29 ﹤0.01% 356
2023
Q2 		$5.49K Buy
201
+101
+101% +$2.77K ﹤0.01% 412
2023
Q1 		$2.78K Buy
+100
New +$2.87K ﹤0.01% 529

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

Rise Advisors's DRLL Position: Q4 2024 in Review

Rise Advisors sold out of Strive US Energy ETF (DRLL) in Q4 2024, closing a stake of 208 shares — an estimated $5.84K sold.

Rise Advisors first reported a position in DRLL in Q1 2023 and held it in 7 quarters. The position peaked at $6.42K in Q1 2024. 124 funds tracked by Wall St. Rank hold DRLL as of Q4 2024.

  • Rise Advisors reported no remaining Strive US Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 208 Strive US Energy ETF shares in Q4 2024, an estimated $5.84K.
  • Rise Advisors first reported a position in Strive US Energy ETF in Q1 2023 and held it in 7 quarters.
  • Rise Advisors's Strive US Energy ETF position peaked at $6.42K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.