Beacon Pointe Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Beacon Pointe Advisors’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	-10,355	Closed	-$256K	–	1300
2024 Q1	$256K	Buy	+10,355	New	+$245K	﹤0.01%	1161
2023 Q4	–	Sell	-8,584	Closed	-$202K	–	1341
2023 Q3	$202K	Buy	8,584 +610	+8%	+$15.4K	﹤0.01%	1233
2023 Q2	$208K	Buy	+7,974	New	+$189K	﹤0.01%	1001

Other funds holding DRIV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 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

Beacon Pointe Advisors's DRIV Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2024, closing a stake of 10,355 shares — an estimated $256K sold.

Beacon Pointe Advisors first reported a position in DRIV in Q2 2023 and held it in 3 quarters. The position peaked at $256K in Q1 2024. 161 funds tracked by Wall St. Rank hold DRIV as of Q2 2024.

Beacon Pointe Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 10,355 Global X Autonomous & Electric Vehicles ETF shares in Q2 2024, an estimated $256K.
Beacon Pointe Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2023 and held it in 3 quarters.
Beacon Pointe Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $256K in Q1 2024.
161 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.