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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
Q2 		$116K Sell
3,474
-341
-9% -$12.4K ﹤0.01% 2511
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

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Argos Wealth Advisors Sacramento, California $378M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Steward Partners Investment Advisory's DRLL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Strive US Energy ETF (DRLL) stake by 8.9% in Q2 2026, selling an estimated $12.4K and leaving 3,474 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Steward Partners Investment Advisory first reported a position in DRLL in Q3 2022 and has held it in 16 quarters since. The position peaked at $216K in Q1 2025. 98 funds tracked by Wall St. Rank hold DRLL as of Q2 2026.

  • Steward Partners Investment Advisory held 3,474 shares of Strive US Energy ETF worth $116K as of Q2 2026.
  • Steward Partners Investment Advisory sold 341 Strive US Energy ETF shares in Q2 2026, an estimated $12.4K.
  • Strive US Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2511 holding.
  • Steward Partners Investment Advisory first reported a position in Strive US Energy ETF in Q3 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's Strive US Energy ETF position peaked at $216K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.