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Steward Partners Investment Advisory’s Strive US Energy ETF DRLL Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$151K Sell
3,815
-578
-13% -$19.7K ﹤0.01% 2159
2025
Q4 		$125K Sell
4,393
-1,994
-31% -$57.1K ﹤0.01% 2168
2025
Q3 		$184K Buy
6,387
+3
+0% +$85 ﹤0.01% 1913
2025
Q2 		$173K Sell
6,384
-892
-12% -$23.7K ﹤0.01% 1827
2025
Q1 		$216K Buy
7,276
+150
+2% +$4.3K ﹤0.01% 1607
2024
Q4 		$194K Buy
7,126
+1,300
+22% +$37.6K ﹤0.01% 1634
2024
Q3 		$164K Sell
5,826
-600
-9% -$17.4K ﹤0.01% 1629
2024
Q2 		$192K Hold
6,426
– – ﹤0.01% 1463
2024
Q1 		$201K Hold
6,426
– – ﹤0.01% 1432
2023
Q4 		$180K Hold
6,426
– – ﹤0.01% 1422
2023
Q3 		$193K Buy
6,426
+2,300
+56% +$67.5K ﹤0.01% 1302
2023
Q2 		$113K Hold
4,126
– – ﹤0.01% 1531
2023
Q1 		$115K Buy
4,126
+600
+17% +$17.2K ﹤0.01% 1523
2022
Q4 		$104K Buy
3,526
+1,500
+74% +$44.3K ﹤0.01% 1530
2022
Q3 		$50K Buy
+2,026
New +$54.2K ﹤0.01% 1784

Other funds holding DRLL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Argos Wealth Advisors Sacramento, California $348M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Steward Partners Investment Advisory's DRLL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Strive US Energy ETF (DRLL) stake by 13% in Q1 2026, selling an estimated $19.7K and leaving 3,815 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Steward Partners Investment Advisory first reported a position in DRLL in Q3 2022 and has held it in 15 quarters since. The position peaked at $216K in Q1 2025. 100 funds tracked by Wall St. Rank hold DRLL as of Q1 2026.

  • Steward Partners Investment Advisory held 3,815 shares of Strive US Energy ETF worth $151K as of Q1 2026.
  • Steward Partners Investment Advisory sold 578 Strive US Energy ETF shares in Q1 2026, an estimated $19.7K.
  • Strive US Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2159 holding.
  • Steward Partners Investment Advisory first reported a position in Strive US Energy ETF in Q3 2022 and has held it in 15 quarters since.
  • Steward Partners Investment Advisory's Strive US Energy ETF position peaked at $216K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.