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 Q3	$260K	Buy	7,855 +2	+0%	+$69	0.13%	109
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Carter Financial Group's DRIV Position: Q3 2026 in Review

Carter Financial Group increased its Global X Autonomous & Electric Vehicles ETF (DRIV) stake by 0.03% in Q3 2026, buying an estimated $69 and bringing the position to 7,855 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #109.

Carter Financial Group first reported a position in DRIV in Q1 2022 and has held it in 6 quarters since. The position peaked at $303K in Q2 2026. 54 funds tracked by Wall St. Rank hold DRIV as of Q3 2026.

Carter Financial Group held 7,855 shares of Global X Autonomous & Electric Vehicles ETF worth $260K as of Q3 2026.
Carter Financial Group bought 2 Global X Autonomous & Electric Vehicles ETF shares in Q3 2026, an estimated $69.
Global X Autonomous & Electric Vehicles ETF made up 0.13% of Carter Financial Group's portfolio in Q3 2026, its #109 holding.
Carter Financial Group first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2022 and has held it in 6 quarters since.
Carter Financial Group's Global X Autonomous & Electric Vehicles ETF position peaked at $303K in Q2 2026.
54 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.