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Strive U.s. Energy Etf shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $523k 19k 27.14
2025-03-31 $567k 19k 29.70
2024-12-31 $520k 19k 27.27
2024-09-30 $565k 20k 28.09
2024-06-30 $593k 20k 29.94

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Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Strive U.s. Energy Etf

Raymond James Financial
LPL Financial
Stifel Financial
Susquehanna International
Royal Bank of Canada
Gts Securities
Cambridge Investment Research Advisors
Financial Management Network
Cetera Investment Advisers
Us Bancorp
McIlrath & Eck
UBS Group
Visionary Wealth Advisors
H D Vest Advisory Services
Advisor Group Holdings

View all funds holding Strive U.s. Energy Etf