Stratos Wealth Advisors
DRLL icon

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

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Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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.