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Worth Asset Management’s Strive US Energy ETF DRLL Stock Holding History

Worth Asset Management’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
Q1 		– Sell
-500
Closed -$14.7K – 494
2022
Q4 		$14.7K Hold
500
– – 0.01% 276
2022
Q3 		$12K Buy
+500
New +$13.4K 0.01% 259

Other funds holding DRLL

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Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Worth Asset Management's DRLL Position: Q1 2023 in Review

Worth Asset Management sold out of Strive US Energy ETF (DRLL) in Q1 2023, closing a stake of 500 shares — an estimated $14.7K sold.

Worth Asset Management first reported a position in DRLL in Q3 2022 and held it in 2 quarters. The position peaked at $14.7K in Q4 2022. 108 funds tracked by Wall St. Rank hold DRLL as of Q1 2023.

  • Worth Asset Management reported no remaining Strive US Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Worth Asset Management sold 500 Strive US Energy ETF shares in Q1 2023, an estimated $14.7K.
  • Worth Asset Management first reported a position in Strive US Energy ETF in Q3 2022 and held it in 2 quarters.
  • Worth Asset Management's Strive US Energy ETF position peaked at $14.7K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.