CGC Financial Services’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

CGC Financial Services’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	$1.66K	Sell	50 -73	-59%	-$2.53K	﹤0.01%	301
2026 Q2	$4.74K	Hold	123	–	–	﹤0.01%	263
2026 Q1	$3.75K	Hold	123	–	–	﹤0.01%	264
2025 Q4	$3.64K	Sell	123 -50	-29%	-$1.48K	﹤0.01%	275
2025 Q3	$4.89K	Hold	173	–	–	﹤0.01%	264
2025 Q2	$4.03K	Sell	173 -25	-13%	-$537	﹤0.01%	260
2025 Q1	$4.19K	Hold	198	–	–	﹤0.01%	249
2024 Q4	$4.55K	Hold	198	–	–	﹤0.01%	250
2024 Q3	$4.65K	Hold	198	–	–	﹤0.01%	244
2024 Q2	$4.65K	Hold	198	–	–	﹤0.01%	245
2024 Q1	$4.89K	Hold	198	–	–	﹤0.01%	248
2023 Q4	$4.88K	Hold	198	–	–	﹤0.01%	258
2023 Q3	$4.65K	Hold	198	–	–	﹤0.01%	214
2023 Q2	$5.16K	Buy	+198	New	+$4.69K	﹤0.01%	217

Other funds holding DRIV

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

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CGC Financial Services's DRIV Position: Q3 2026 in Review

CGC Financial Services reduced its Global X Autonomous & Electric Vehicles ETF (DRIV) stake by 59% in Q3 2026, selling an estimated $2.53K and leaving 50 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

CGC Financial Services first reported a position in DRIV in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.16K in Q2 2023. 11 funds tracked by Wall St. Rank hold DRIV as of Q3 2026.

CGC Financial Services held 50 shares of Global X Autonomous & Electric Vehicles ETF worth $1.66K as of Q3 2026.
CGC Financial Services sold 73 Global X Autonomous & Electric Vehicles ETF shares in Q3 2026, an estimated $2.53K.
Global X Autonomous & Electric Vehicles ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #301 holding.
CGC Financial Services first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Global X Autonomous & Electric Vehicles ETF position peaked at $5.16K in Q2 2023.
11 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.