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Strive U.s. Energy Etf shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management 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 HB Wealth Management 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 7.4k 31.31
2023-12-31 $209k 7.4k 28.05
2023-09-30 $421k 14k 30.08
2023-06-30 $383k 14k 27.36
2023-03-31 $389k 14k 27.80
2022-12-31 $412k 14k 29.45
2022-09-30 $348k 14k 24.86

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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Strive U.s. Energy Etf

Stifel Financial
Raymond James Financial Services Advisors
Visionary Wealth Advisors
Royal Bank of Canada
Financial Management Network
Cambridge Investment Research Advisors
Ethos Financial Group
Us Bancorp
Commonwealth Equity Services
Raymond James & Associates
Citadel Advisors
UBS Group
Advisor Group Holdings
Bank of America Corporation
Kestra Advisory Services

View all funds holding Strive U.s. Energy Etf