Realta Investment Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Realta Investment Advisors’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	-100	Closed	-$2.47K	–	789
2024 Q1	$2.47K	Buy	+100	New	+$2.37K	﹤0.01%	778
2023 Q4	–	Sell	-300	Closed	-$7.81K	–	493
2023 Q3	$7.81K	Hold	300	–	–	﹤0.01%	691
2023 Q2	$7.81K	Buy	+300	New	+$7.11K	﹤0.01%	745
2023 Q1	–	Sell	-1,220	Closed	-$24.2K	–	494
2022 Q4	$24.2K	Sell	1,220 -2,650	-68%	-$56.7K	0.01%	629
2022 Q3	$78K	Buy	+3,870	New	+$89.9K	0.02%	483

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

Realta Investment Advisors's DRIV Position: Q2 2024 in Review

Realta Investment Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2024, closing a stake of 100 shares — an estimated $2.47K sold.

Realta Investment Advisors first reported a position in DRIV in Q3 2022 and held it in 5 quarters. The position peaked at $78K in Q3 2022. 161 funds tracked by Wall St. Rank hold DRIV as of Q2 2024.

Realta Investment Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2024 after selling out during the quarter.
Realta Investment Advisors sold 100 Global X Autonomous & Electric Vehicles ETF shares in Q2 2024, an estimated $2.47K.
Realta Investment Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q3 2022 and held it in 5 quarters.
Realta Investment Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $78K in Q3 2022.
161 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.