Carson Wealth (CWM LLC)
DRIV icon

Carson Wealth (CWM LLC)’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$270K Buy
8,856
+404
+5% +$12.8K ﹤0.01% 2465
2025
Q4 		$250K Sell
8,452
-210
-2% -$6.2K ﹤0.01% 2382
2025
Q3 		$245K Sell
8,662
-672
-7% -$17.2K ﹤0.01% 2284
2025
Q2 		$217K Sell
9,334
-236
-2% -$5.07K ﹤0.01% 2107
2025
Q1 		$202K Buy
9,570
+269
+3% +$6.21K ﹤0.01% 1913
2024
Q4 		$214K Buy
9,301
+306
+3% +$7.15K ﹤0.01% 1787
2024
Q3 		$211K Buy
8,995
+373
+4% +$8.47K ﹤0.01% 1726
2024
Q2 		$203K Sell
8,622
-930
-10% -$22.4K ﹤0.01% 1579
2024
Q1 		$236K Buy
9,552
+1,167
+14% +$27.7K ﹤0.01% 1435
2023
Q4 		$207K Buy
8,385
+3,977
+90% +$91.2K ﹤0.01% 1413
2023
Q3 		$104K Buy
4,408
+936
+27% +$23.7K ﹤0.01% 1600
2023
Q2 		$90K Buy
3,472
+140
+4% +$3.32K ﹤0.01% 1621
2023
Q1 		$79K Buy
3,332
+1,051
+46% +$24.2K ﹤0.01% 1611
2022
Q4 		$45K Sell
2,281
-1,573
-41% -$33.6K ﹤0.01% 1796
2022
Q3 		$78K Buy
3,854
+1,538
+66% +$35.7K ﹤0.01% 1448
2022
Q2 		$50K Hold
2,316
– – ﹤0.01% 1630
2022
Q1 		$64K Hold
2,316
– – ﹤0.01% 1497
2021
Q4 		$71K Buy
+2,316
New +$69.6K ﹤0.01% 1437
2021
Q2 		$66K Hold
2,316
– – ﹤0.01% 1286
2021
Q1 		$66K Hold
2,316
– – ﹤0.01% 1286
2020
Q4 		$66K Hold
2,316
– – ﹤0.01% 1286
2020
Q3 		$66K Hold
2,316
– – ﹤0.01% 1286
2020
Q2 		$66K Hold
2,316
– – ﹤0.01% 1286
2020
Q1 		$66K Hold
2,316
– – ﹤0.01% 1286
2019
Q4 		$66K Hold
2,316
– – ﹤0.01% 1286
2019
Q3 		$66K Hold
2,316
– – ﹤0.01% 1286
2019
Q2 		$66K Hold
2,316
– – ﹤0.01% 1286
2019
Q1 		$66K Buy
+2,316
New +$29.9K ﹤0.01% 1286

Other funds holding DRIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DRIV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Autonomous & Electric Vehicles ETF (DRIV) stake by 4.8% in Q1 2026, buying an estimated $12.8K and bringing the position to 8,856 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Carson Wealth (CWM LLC) first reported a position in DRIV in Q1 2019 and has held it in 28 quarters since. 133 funds tracked by Wall St. Rank hold DRIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,856 shares of Global X Autonomous & Electric Vehicles ETF worth $270K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 404 Global X Autonomous & Electric Vehicles ETF shares in Q1 2026, an estimated $12.8K.
  • Global X Autonomous & Electric Vehicles ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2465 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2019 and has held it in 28 quarters since.
  • 133 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.