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Accel Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Accel Wealth Management’s Portfolio DRIV Stock Details DRIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,015
Closed -$445K – 250
2024
Q1 		$445K Sell
18,015
-370
-2% -$8.77K 0.19% 116
2023
Q4 		$454K Hold
18,385
– – 0.23% 108
2023
Q3 		$432K Sell
18,385
-51
-0.3% -$1.29K 0.24% 99
2023
Q2 		$480K Buy
18,436
+2,360
+15% +$55.9K 0.26% 94
2023
Q1 		$383K Buy
16,076
+2,007
+14% +$46.2K 0.16% 141
2022
Q4 		$280K Sell
14,069
-100
-0.7% -$2.14K 0.13% 126
2022
Q3 		$308K Hold
14,169
– – 0.16% 120
2022
Q2 		$309K Sell
14,169
-274
-2% -$6.59K 0.18% 108
2022
Q1 		$398K Buy
14,443
+205
+1% +$5.72K 0.21% 94
2021
Q4 		$435K Buy
14,238
+13,238
+1,324% +$398K 0.21% 87
2021
Q3 		$27K Sell
1,000
-9,260
-90% -$261K 0.02% 439
2021
Q2 		$290K Buy
10,260
+3,400
+50% +$93.2K 0.19% 102
2021
Q1 		$182K Buy
6,860
+6,460
+1,615% +$174K 0.15% 145
2020
Q4 		$10K Buy
+400
New +$8.17K 0.01% 612

Other funds holding DRIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accel Wealth Management's DRIV Position: Q2 2024 in Review

Accel Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2024, closing a stake of 18,015 shares — an estimated $445K sold.

Accel Wealth Management first reported a position in DRIV in Q4 2020 and held it in 14 quarters. The position peaked at $480K in Q2 2023. 161 funds tracked by Wall St. Rank hold DRIV as of Q2 2024.

  • Accel Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2024 after selling out during the quarter.
  • Accel Wealth Management sold 18,015 Global X Autonomous & Electric Vehicles ETF shares in Q2 2024, an estimated $445K.
  • Accel Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2020 and held it in 14 quarters.
  • Accel Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $480K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2024.

Based on Accel Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.