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WealthPLAN Partners’s Strive US Energy ETF DRLL Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-190
Closed -$5.2K – 510
2023
Q2 		$5.2K Hold
190
– – ﹤0.01% 902
2023
Q1 		$5.28K Buy
+190
New +$5.46K ﹤0.01% 990

Other funds holding DRLL

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Stifel Financial
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FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's DRLL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Strive US Energy ETF (DRLL) in Q3 2023, closing a stake of 190 shares — an estimated $5.2K sold.

WealthPLAN Partners first reported a position in DRLL in Q1 2023 and held it in 2 quarters. The position peaked at $5.28K in Q1 2023. 107 funds tracked by Wall St. Rank hold DRLL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Strive US Energy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 190 Strive US Energy ETF shares in Q3 2023, an estimated $5.2K.
  • WealthPLAN Partners first reported a position in Strive US Energy ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Strive US Energy ETF position peaked at $5.28K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.