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Summit Financial’s Strive US Energy ETF DRLL Stock Holding History

Summit Financial’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 		$609K Sell
18,173
-7,060
-28% -$256K 0.01% 1022
2026
Q1 		$996K Hold
25,233
– – 0.01% 777
2025
Q4 		$720K Hold
25,233
– – 0.01% 772
2025
Q3 		$725K Buy
+25,233
New +$712K 0.01% 753

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 $697M AUM 21.37% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Summit Financial's DRLL Position: Q2 2026 in Review

Summit Financial reduced its Strive US Energy ETF (DRLL) stake by 28% in Q2 2026, selling an estimated $256K and leaving 18,173 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #1022.

Summit Financial first reported a position in DRLL in Q3 2025 and has held it in 4 quarters since. The position peaked at $996K in Q1 2026. 98 funds tracked by Wall St. Rank hold DRLL as of Q2 2026.

  • Summit Financial held 18,173 shares of Strive US Energy ETF worth $609K as of Q2 2026.
  • Summit Financial sold 7,060 Strive US Energy ETF shares in Q2 2026, an estimated $256K.
  • Strive US Energy ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1022 holding.
  • Summit Financial first reported a position in Strive US Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Strive US Energy ETF position peaked at $996K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.