Scissortail Wealth Management
DRLL icon

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

Scissortail 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
2024
Q1 		– Sell
-23,900
Closed -$672K – 149
2023
Q4 		$672K Buy
+23,900
New +$684K 0.21% 87
2023
Q1 		– Sell
-22,000
Closed -$664K – 65
2022
Q4 		$664K Buy
+22,000
New +$650K 0.38% 53

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Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Scissortail Wealth Management's DRLL Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Strive US Energy ETF (DRLL) in Q1 2024, closing a stake of 23,900 shares — an estimated $672K sold.

Scissortail Wealth Management first reported a position in DRLL in Q4 2022 and held it in 2 quarters. The position peaked at $672K in Q4 2023. 121 funds tracked by Wall St. Rank hold DRLL as of Q1 2024.

  • Scissortail Wealth Management reported no remaining Strive US Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 23,900 Strive US Energy ETF shares in Q1 2024, an estimated $672K.
  • Scissortail Wealth Management first reported a position in Strive US Energy ETF in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's Strive US Energy ETF position peaked at $672K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.