WR Wealth Planners’s Strive US Energy ETF DRLL Stock Holding History

WR Wealth Planners’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 Q4	$2.73K	Hold	100	–	–	﹤0.01%	801
2024 Q3	$2.81K	Hold	100	–	–	﹤0.01%	837
2024 Q2	$2.99K	Hold	100	–	–	﹤0.01%	803
2024 Q1	$3.13K	Buy	+100	New	+$2.86K	﹤0.01%	799
2023 Q4	–	Sell	-100	Closed	-$3.01K	–	359
2023 Q3	$3.01K	Hold	100	–	–	﹤0.01%	731
2023 Q2	$2.74K	Hold	100	–	–	﹤0.01%	744
2023 Q1	$2.78K	Buy	+100	New	+$2.87K	﹤0.01%	744

Other funds holding DRLL

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

WR Wealth Planners's DRLL Position: Q4 2024 in Review

WR Wealth Planners held its Strive US Energy ETF (DRLL) position steady in Q4 2024 at 100 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

WR Wealth Planners first reported a position in DRLL in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.13K in Q1 2024. 124 funds tracked by Wall St. Rank hold DRLL as of Q4 2024.

WR Wealth Planners held 100 shares of Strive US Energy ETF worth $2.73K as of Q4 2024.
WR Wealth Planners left its Strive US Energy ETF share count unchanged in Q4 2024.
Strive US Energy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #801 holding.
WR Wealth Planners first reported a position in Strive US Energy ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Strive US Energy ETF position peaked at $3.13K in Q1 2024.
124 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.