Joseph P. Lucia & Associates’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Joseph P. Lucia & Associates’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 Q2	–	Sell	-8,655	Closed	-$214K	–	125
2024 Q1	$214K	Sell	8,655 -5,315	-38%	-$126K	0.11%	114
2023 Q4	$345K	Sell	13,970 -3,760	-21%	-$86.3K	0.21%	87
2023 Q3	$416K	Sell	17,730 -1,025	-5%	-$26K	0.29%	71
2023 Q2	$488K	Sell	18,755 -2,600	-12%	-$61.6K	0.33%	69
2023 Q1	$509K	Sell	21,355 -4,610	-18%	-$106K	0.35%	67
2022 Q4	$516K	Sell	25,965 -2,480	-9%	-$53K	0.39%	64
2022 Q3	$572K	Buy	28,445 +510	+2%	+$11.8K	0.45%	57
2022 Q2	$600K	Sell	27,935 -560	-2%	-$13.5K	0.42%	56
2022 Q1	$785K	Buy	28,495 +4,340	+18%	+$121K	0.48%	53
2021 Q4	$737K	Buy	24,155 +3,740	+18%	+$112K	0.47%	57
2021 Q3	$560K	Buy	20,415 +3,630	+22%	+$102K	0.33%	76
2021 Q2	$475K	Buy	16,785 +11,725	+232%	+$321K	0.28%	82
2021 Q1	$134K	Buy	+5,060	New	+$136K	0.06%	136

Other funds holding DRIV

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

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

Joseph P. Lucia & Associates's DRIV Position: Q2 2024 in Review

Joseph P. Lucia & Associates sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2024, closing a stake of 8,655 shares — an estimated $214K sold.

Joseph P. Lucia & Associates first reported a position in DRIV in Q1 2021 and held it in 13 quarters. The position peaked at $785K in Q1 2022. 161 funds tracked by Wall St. Rank hold DRIV as of Q2 2024.

Joseph P. Lucia & Associates reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2024 after selling out during the quarter.
Joseph P. Lucia & Associates sold 8,655 Global X Autonomous & Electric Vehicles ETF shares in Q2 2024, an estimated $214K.
Joseph P. Lucia & Associates first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 13 quarters.
Joseph P. Lucia & Associates's Global X Autonomous & Electric Vehicles ETF position peaked at $785K in Q1 2022.
161 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2024.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2024, filed 24 Jul 2024.