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

Stratos 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
2023 Q4	–	Sell	-10,682	Closed	-$321K	–	694
2023 Q3	$321K	Sell	10,682 -292	-3%	-$8.57K	0.02%	512
2023 Q2	$300K	Sell	10,974 -23	-0.2%	-$630	0.02%	509
2023 Q1	$306K	Buy	10,997 +534	+5%	+$15.3K	0.02%	488
2022 Q4	$308K	Buy	10,463 +421	+4%	+$12.4K	0.03%	470
2022 Q3	$250K	Buy	+10,042	New	+$269K	0.03%	437

Other funds holding DRLL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Advisors's DRLL Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Strive US Energy ETF (DRLL) in Q4 2023, closing a stake of 10,682 shares — an estimated $321K sold.

Stratos Wealth Advisors first reported a position in DRLL in Q3 2022 and held it in 5 quarters. The position peaked at $321K in Q3 2023. 115 funds tracked by Wall St. Rank hold DRLL as of Q4 2023.

Stratos Wealth Advisors reported no remaining Strive US Energy ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 10,682 Strive US Energy ETF shares in Q4 2023, an estimated $321K.
Stratos Wealth Advisors first reported a position in Strive US Energy ETF in Q3 2022 and held it in 5 quarters.
Stratos Wealth Advisors's Strive US Energy ETF position peaked at $321K in Q3 2023.
115 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.