CTWM
DRIV icon

Cherry Tree Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Cherry Tree Wealth Management’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
Q1 		$51.4K Hold
1,685
– – 0.01% 265
2025
Q4 		$49.8K Hold
1,685
– – 0.01% 267
2025
Q3 		$47.7K Hold
1,685
– – 0.01% 261
2025
Q2 		$39.3K Hold
1,685
– – 0.01% 276
2025
Q1 		$35.6K Hold
1,685
– – 0.01% 285
2024
Q4 		$38.7K Hold
1,685
– – 0.01% 271
2024
Q3 		$39.6K Hold
1,685
– – 0.01% 275
2024
Q2 		$39.6K Hold
1,685
– – 0.01% 271
2024
Q1 		$41.6K Hold
1,685
– – 0.01% 264
2023
Q4 		$41.6K Hold
1,685
– – 0.01% 250
2023
Q3 		$39.6K Hold
1,685
– – 0.01% 244
2023
Q2 		$43.9K Buy
+1,685
New +$39.9K 0.01% 237

Other funds holding DRIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return