Cerity Partners’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Cerity Partners’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
2023 Q2	–	Sell	-9,700	Closed	-$10.2M	–	1729
2023 Q1	$10.2M	Buy	+9,700	New	+$223K	0.02%	355
2022 Q2	–	Sell	-7,590	Closed	-$209K	–	1197
2022 Q1	$209K	Buy	+7,590	New	+$212K	﹤0.01%	853

Other funds holding DRIV

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

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

Bensler Bellevue, Washington $969M AUM 20.69% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cerity Partners's DRIV Position: Q2 2023 in Review

Cerity Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2023, closing a stake of 9,700 shares — an estimated $10.2M sold.

Cerity Partners first reported a position in DRIV in Q1 2022 and held it in 2 quarters. The position peaked at $10.2M in Q1 2023. 205 funds tracked by Wall St. Rank hold DRIV as of Q2 2023.

Cerity Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 9,700 Global X Autonomous & Electric Vehicles ETF shares in Q2 2023, an estimated $10.2M.
Cerity Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2022 and held it in 2 quarters.
Cerity Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $10.2M in Q1 2023.
205 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.