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

EPG 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
2023 Q4	–	Sell	-100	Closed	-$2.35K	–	432
2023 Q3	$2.35K	Hold	100	–	–	﹤0.01%	403
2023 Q2	$2.6K	Hold	100	–	–	﹤0.01%	395
2023 Q1	$2.38K	Hold	100	–	–	﹤0.01%	402
2022 Q4	$1.99K	Hold	100	–	–	﹤0.01%	366
2022 Q3	$2K	Buy	+100	New	+$2.32K	﹤0.01%	368
2022 Q2	–	Sell	-100	Closed	-$3K	–	242
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	377
2021 Q4	$3K	Buy	+100	New	+$3K	﹤0.01%	382

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

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

DWM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

EPG Wealth Management's DRIV Position: Q4 2023 in Review

EPG Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 100 shares — an estimated $2.35K sold.

EPG Wealth Management first reported a position in DRIV in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

EPG Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
EPG Wealth Management sold 100 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $2.35K.
EPG Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and held it in 7 quarters.
EPG Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $3K in Q1 2022.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.