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

Steward 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 Q3	$2K	Buy	+124	New	+$3.14K	﹤0.01%	961
2023 Q2	–	Sell	-124	Closed	-$2K	–	603
2023 Q1	$2K	Buy	+124	New	+$2.85K	﹤0.01%	487

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Steward Financial Group's DRIV Position: Q3 2023 in Review

Steward Financial Group opened a new position in Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2023: 124 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DRIV as recently as Q1 2023.

Steward Financial Group first reported a position in DRIV in Q1 2023 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold DRIV as of Q3 2023.

Steward Financial Group held 124 shares of Global X Autonomous & Electric Vehicles ETF worth $2K as of Q3 2023.
Global X Autonomous & Electric Vehicles ETF was a new Steward Financial Group position in Q3 2023.
Global X Autonomous & Electric Vehicles ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #961 holding.
Steward Financial Group first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2023 and has held it in 2 quarters since.
185 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.