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

Ellis Investment 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
2022 Q4	–	Sell	-125	Closed	-$2K	–	336
2022 Q3	$2K	Buy	125 +10	+9%	+$232	﹤0.01%	720
2022 Q2	$2K	Hold	115	–	–	﹤0.01%	723
2022 Q1	$3K	Hold	115	–	–	﹤0.01%	729
2021 Q4	$3K	Hold	115	–	–	﹤0.01%	726
2021 Q3	$3K	Hold	115	–	–	﹤0.01%	711
2021 Q2	$3K	Hold	115	–	–	﹤0.01%	716
2021 Q1	$3K	Buy	+115	New	+$3.09K	﹤0.01%	696

Other funds holding DRIV

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Ellis Investment Partners's DRIV Position: Q4 2022 in Review

Ellis Investment Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2022, closing a stake of 125 shares — an estimated $2K sold.

Ellis Investment Partners first reported a position in DRIV in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 187 funds tracked by Wall St. Rank hold DRIV as of Q4 2022.

Ellis Investment Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 125 Global X Autonomous & Electric Vehicles ETF shares in Q4 2022, an estimated $2K.
Ellis Investment Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 7 quarters.
Ellis Investment Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $3K in Q1 2022.
187 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.