Nadler Financial Group’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Nadler Financial Group’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	-14,335	Closed	-$337K	–	108
2023 Q3	$337K	Hold	14,335	–	–	0.05%	75
2023 Q2	$373K	Hold	14,335	–	–	0.05%	71
2023 Q1	$342K	Hold	14,335	–	–	0.05%	76
2022 Q4	$285K	Hold	14,335	–	–	0.05%	86
2022 Q3	$288K	Hold	14,335	–	–	0.05%	80
2022 Q2	$308K	Sell	14,335 -10	-0.1%	-$241	0.06%	81
2022 Q1	$395K	Buy	14,345 +100	+0.7%	+$2.79K	0.06%	78
2021 Q4	$435K	Buy	14,245 +1,140	+9%	+$34.2K	0.06%	76
2021 Q3	$359K	Buy	13,105 +1,225	+10%	+$34.5K	0.06%	81
2021 Q2	$336K	Buy	+11,880	New	+$326K	0.06%	84

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

Nadler Financial Group's DRIV Position: Q4 2023 in Review

Nadler Financial Group sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 14,335 shares — an estimated $337K sold.

Nadler Financial Group first reported a position in DRIV in Q2 2021 and held it in 10 quarters. The position peaked at $435K in Q4 2021. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Nadler Financial Group reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
Nadler Financial Group sold 14,335 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $337K.
Nadler Financial Group first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2021 and held it in 10 quarters.
Nadler Financial Group's Global X Autonomous & Electric Vehicles ETF position peaked at $435K in Q4 2021.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Nadler Financial Group's 13F filing for Q4 2023, filed 2 Feb 2024.