Gateway Wealth Partners’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Gateway Wealth 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
2024 Q1	–	Sell	-9,106	Closed	-$225K	–	238
2023 Q4	$225K	Sell	9,106 -3,545	-28%	-$81.3K	0.09%	200
2023 Q3	$297K	Sell	12,651 -38	-0.3%	-$962	0.05%	196
2023 Q2	$330K	Sell	12,689 -3,033	-19%	-$71.8K	0.06%	171
2023 Q1	$375K	Sell	15,722 -2,179	-12%	-$50.1K	0.06%	150
2022 Q4	$356K	Buy	+17,901	New	+$383K	0.06%	133

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

Gateway Wealth Partners's DRIV Position: Q1 2024 in Review

Gateway Wealth Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q1 2024, closing a stake of 9,106 shares — an estimated $225K sold.

Gateway Wealth Partners first reported a position in DRIV in Q4 2022 and held it in 5 quarters. The position peaked at $375K in Q1 2023. 168 funds tracked by Wall St. Rank hold DRIV as of Q1 2024.

Gateway Wealth Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q1 2024 after selling out during the quarter.
Gateway Wealth Partners sold 9,106 Global X Autonomous & Electric Vehicles ETF shares in Q1 2024, an estimated $225K.
Gateway Wealth Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2022 and held it in 5 quarters.
Gateway Wealth Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $375K in Q1 2023.
168 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2024.

Based on Gateway Wealth Partners's 13F filing for Q1 2024, filed 15 May 2024.