SOA Wealth Advisors’s Strive US Energy ETF DRLL Stock Holding History

SOA Wealth 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 Q2	–	Sell	-311	Closed	-$9.74K	–	868
2024 Q1	$9.74K	Buy	311 +2	+0.6%	+$57	﹤0.01%	544
2023 Q4	$8.67K	Buy	309 +4	+1%	+$114	﹤0.01%	545
2023 Q3	$9.16K	Buy	305 +3	+1%	+$88	﹤0.01%	535
2023 Q2	$8.27K	Buy	302 +2	+0.7%	+$55	﹤0.01%	560
2023 Q1	$8.34K	Buy	+300	New	+$8.62K	﹤0.01%	554

Other funds holding DRLL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SOA Wealth Advisors's DRLL Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Strive US Energy ETF (DRLL) in Q2 2024, closing a stake of 311 shares — an estimated $9.74K sold.

SOA Wealth Advisors first reported a position in DRLL in Q1 2023 and held it in 5 quarters. The position peaked at $9.74K in Q1 2024. 121 funds tracked by Wall St. Rank hold DRLL as of Q2 2024.

SOA Wealth Advisors reported no remaining Strive US Energy ETF position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 311 Strive US Energy ETF shares in Q2 2024, an estimated $9.74K.
SOA Wealth Advisors first reported a position in Strive US Energy ETF in Q1 2023 and held it in 5 quarters.
SOA Wealth Advisors's Strive US Energy ETF position peaked at $9.74K in Q1 2024.
121 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.