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

LJI 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	-8,145	Closed	-$201K	–	156
2023 Q4	$201K	Buy	+8,145	New	+$187K	0.05%	161
2023 Q3	–	Sell	-8,645	Closed	-$225K	–	175
2023 Q2	$225K	Sell	8,645 -443	-5%	-$10.5K	0.07%	144
2023 Q1	$217K	Buy	+9,088	New	+$209K	0.07%	142

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

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

LJI Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q1 2024, closing a stake of 8,145 shares — an estimated $201K sold.

LJI Wealth Management first reported a position in DRIV in Q1 2023 and held it in 3 quarters. The position peaked at $225K in Q2 2023. 168 funds tracked by Wall St. Rank hold DRIV as of Q1 2024.

LJI Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q1 2024 after selling out during the quarter.
LJI Wealth Management sold 8,145 Global X Autonomous & Electric Vehicles ETF shares in Q1 2024, an estimated $201K.
LJI Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2023 and held it in 3 quarters.
LJI Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $225K in Q2 2023.
168 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2024.

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