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
2022 Q2	–	Sell	-500	Closed	-$1K	–	3852
2022 Q1	$1K	Hold	500	–	–	﹤0.01%	3329
2021 Q4	$2K	Buy	+500	New	+$15K	﹤0.01%	3106
2021 Q2	$1K	Hold	500	–	–	﹤0.01%	2774
2021 Q1	$1K	Hold	500	–	–	﹤0.01%	2774
2020 Q4	$1K	Hold	500	–	–	﹤0.01%	2774
2020 Q3	$1K	Hold	500	–	–	﹤0.01%	2773
2020 Q2	$1K	Hold	500	–	–	﹤0.01%	2773
2020 Q1	$1K	Hold	500	–	–	﹤0.01%	2772
2019 Q4	$1K	Hold	500	–	–	﹤0.01%	2772
2019 Q3	$1K	Hold	500	–	–	﹤0.01%	2772
2019 Q2	$1K	Hold	500	–	–	﹤0.01%	2772
2019 Q1	$1K	Buy	+500	New	+$6.46K	﹤0.01%	2771

Other funds holding DRIV

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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.