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Strive U.s. Energy Etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Strive U.s. Energy Etf (DRLL) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Strive U.s. Energy Etf

Tip: Access up to 7 years of quarterly data

All positions including Strive U.s. Energy Etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strive U.s. Energy Etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 57k 28.09
2024-06-30 $1.5M 51k 29.94

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NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Strive U.s. Energy Etf

Stifel Financial
LPL Financial
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Park Edge Advisors
Royal Bank of Canada
Financial Management Network
Raymond James Financial Services Advisors
Concurrent Investment Advisors
Ethos Financial Group
Cetera Investment Advisers
Pathway Financial Advisers
Us Bancorp
HighTower Advisors
Citadel Advisors

View all funds holding Strive U.s. Energy Etf