Orion Portfolio Solutions’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Orion Portfolio Solutions’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	-23,924	Closed	-$562K	–	1676
2023 Q3	$562K	Sell	23,924 -70	-0.3%	-$1.77K	0.01%	1161
2023 Q2	$625K	Sell	23,994 -119	-0.5%	-$2.82K	0.01%	1136
2023 Q1	$575K	Buy	+24,113	New	+$555K	0.01%	1092
2022 Q4	–	Sell	-10,235	Closed	-$206K	–	799
2022 Q3	$206K	Sell	10,235 -3,618	-26%	-$84K	0.01%	696
2022 Q2	$297K	Sell	13,853 -5,695	-29%	-$137K	0.01%	559
2022 Q1	$539K	Buy	+19,548	New	+$545K	0.02%	400

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

Orion Portfolio Solutions's DRIV Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 23,924 shares — an estimated $562K sold.

Orion Portfolio Solutions first reported a position in DRIV in Q1 2022 and held it in 6 quarters. The position peaked at $625K in Q2 2023. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Orion Portfolio Solutions reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 23,924 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $562K.
Orion Portfolio Solutions first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2022 and held it in 6 quarters.
Orion Portfolio Solutions's Global X Autonomous & Electric Vehicles ETF position peaked at $625K in Q2 2023.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.