Carter Financial Group’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Carter Financial Group’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 Q2	$303K	Sell	7,853 -4	-0.1%	-$151	0.16%	98
2026 Q1	$240K	Buy	7,857 +33	+0.4%	+$1.05K	0.15%	103
2025 Q4	$233K	Sell	7,824 -212	-3%	-$6.26K	0.14%	106
2025 Q3	$227K	Buy	+8,036	New	+$206K	0.14%	104
2022 Q1	$206K	Buy	+7,459	New	+$208K	0.28%	55

Other funds holding DRIV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Carter Financial Group's DRIV Position: Q2 2026 in Review

Carter Financial Group reduced its Global X Autonomous & Electric Vehicles ETF (DRIV) stake by 0.05% in Q2 2026, selling an estimated $151 and leaving 7,853 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #98.

Carter Financial Group first reported a position in DRIV in Q1 2022 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold DRIV as of Q2 2026.

Carter Financial Group held 7,853 shares of Global X Autonomous & Electric Vehicles ETF worth $303K as of Q2 2026.
Carter Financial Group sold 4 Global X Autonomous & Electric Vehicles ETF shares in Q2 2026, an estimated $151.
Global X Autonomous & Electric Vehicles ETF made up 0.16% of Carter Financial Group's portfolio in Q2 2026, its #98 holding.
Carter Financial Group first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2022 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.