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Triad Wealth Partners’s Strive US Energy ETF DRLL Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-100
Closed -$2.99K – 274
2024
Q2 		$2.99K Buy
+100
New +$3.08K ﹤0.01% 682

Other funds holding DRLL

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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Triad Wealth Partners's DRLL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Strive US Energy ETF (DRLL) in Q3 2024, closing a stake of 100 shares — an estimated $2.99K sold.

Triad Wealth Partners first reported a position in DRLL in Q2 2024 and held it in 1 quarter. The position peaked at $2.99K in Q2 2024. 112 funds tracked by Wall St. Rank hold DRLL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Strive US Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 100 Strive US Energy ETF shares in Q3 2024, an estimated $2.99K.
  • Triad Wealth Partners first reported a position in Strive US Energy ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Strive US Energy ETF position peaked at $2.99K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.