Impact Partnership Wealth’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Impact Partnership Wealth’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	-103	Closed	-$2.42K	–	899
2023 Q3	$2.42K	Hold	103	–	–	﹤0.01%	799
2023 Q2	$2.68K	Buy	+103	New	+$2.44K	﹤0.01%	598

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

Impact Partnership Wealth's DRIV Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 103 shares — an estimated $2.42K sold.

Impact Partnership Wealth first reported a position in DRIV in Q2 2023 and held it in 2 quarters. The position peaked at $2.68K in Q2 2023. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Impact Partnership Wealth reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 103 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $2.42K.
Impact Partnership Wealth first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's Global X Autonomous & Electric Vehicles ETF position peaked at $2.68K in Q2 2023.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.