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

Focused 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
2024 Q1	–	Sell	-102	Closed	-$2.52K	–	391
2023 Q4	$2.52K	Hold	102	–	–	﹤0.01%	741
2023 Q3	$2.4K	Buy	102 +1	+1%	+$25	﹤0.01%	744
2023 Q2	$2.64K	Hold	101	–	–	﹤0.01%	766
2023 Q1	$2.41K	Hold	101	–	–	﹤0.01%	773
2022 Q4	$2K	Sell	101 -100	-50%	-$2.14K	﹤0.01%	776
2022 Q3	$4K	Buy	201 +1	+0.5%	+$23	﹤0.01%	650
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	638
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	635
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	662
2021 Q3	$5K	Buy	+200	New	+$5.64K	﹤0.01%	705

Other funds holding DRIV

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

RJFSA

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

Focused Wealth Management's DRIV Position: Q1 2024 in Review

Focused Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q1 2024, closing a stake of 102 shares — an estimated $2.52K sold.

Focused Wealth Management first reported a position in DRIV in Q3 2021 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 168 funds tracked by Wall St. Rank hold DRIV as of Q1 2024.

Focused Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 102 Global X Autonomous & Electric Vehicles ETF shares in Q1 2024, an estimated $2.52K.
Focused Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q3 2021 and held it in 10 quarters.
Focused Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $6K in Q1 2022.
168 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.