Valley National Advisers’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Valley National Advisers’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	-1,414	Closed	-$34K	–	1201
2024 Q1	$34K	Sell	1,414 -302	-18%	-$7.16K	0.01%	454
2023 Q4	$42K	Sell	1,716 -1,316	-43%	-$30.2K	0.01%	429
2023 Q3	$71K	Sell	3,032 -915	-23%	-$23.2K	0.01%	342
2023 Q2	$103K	Hold	3,947	–	–	0.02%	297
2023 Q1	$88K	Sell	3,947 -2,896	-42%	-$66.6K	0.02%	314
2022 Q4	$150K	Sell	6,843 -1,745	-20%	-$37.3K	0.03%	264
2022 Q3	$174K	Sell	8,588 -1,570	-15%	-$36.5K	0.04%	248
2022 Q2	$224K	Sell	10,158 -1,070	-10%	-$25.7K	0.05%	213
2022 Q1	$309K	Sell	11,228 -842	-7%	-$23.5K	0.06%	192
2021 Q4	$368K	Hold	12,070	–	–	0.07%	183
2021 Q3	$331K	Hold	12,070	–	–	0.06%	184
2021 Q2	$342K	Buy	12,070 +963	+9%	+$26.4K	0.06%	184
2021 Q1	$295K	Buy	+11,107	New	+$299K	0.06%	186

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

Valley National Advisers's DRIV Position: Q2 2024 in Review

Valley National Advisers sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2024, closing a stake of 1,414 shares — an estimated $34K sold.

Valley National Advisers first reported a position in DRIV in Q1 2021 and held it in 13 quarters. The position peaked at $368K in Q4 2021. 161 funds tracked by Wall St. Rank hold DRIV as of Q2 2024.

Valley National Advisers reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2024 after selling out during the quarter.
Valley National Advisers sold 1,414 Global X Autonomous & Electric Vehicles ETF shares in Q2 2024, an estimated $34K.
Valley National Advisers first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 13 quarters.
Valley National Advisers's Global X Autonomous & Electric Vehicles ETF position peaked at $368K in Q4 2021.
161 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.