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

Valmark 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	-8,286	Closed	-$205K	–	562
2024 Q1	$205K	Sell	8,286 -2,735	-25%	-$64.8K	﹤0.01%	526
2023 Q4	$272K	Buy	11,021 +2,000	+22%	+$45.9K	0.01%	442
2023 Q3	$212K	Buy	9,021 +2	+0%	+$51	﹤0.01%	455
2023 Q2	$235K	Hold	9,019	–	–	﹤0.01%	444
2023 Q1	$215K	Buy	+9,019	New	+$207K	﹤0.01%	446
2022 Q4	–	Sell	-15,986	Closed	-$322K	–	450
2022 Q3	$322K	Sell	15,986 -1,767	-10%	-$41K	0.01%	338
2022 Q2	$381K	Buy	17,753 +4,377	+33%	+$105K	0.01%	323
2022 Q1	$369K	Buy	13,376 +3,225	+32%	+$90K	0.01%	337
2021 Q4	$310K	Buy	+10,151	New	+$305K	0.01%	344

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

Valmark Advisers's DRIV Position: Q2 2024 in Review

Valmark Advisers sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2024, closing a stake of 8,286 shares — an estimated $205K sold.

Valmark Advisers first reported a position in DRIV in Q4 2021 and held it in 9 quarters. The position peaked at $381K in Q2 2022. 161 funds tracked by Wall St. Rank hold DRIV as of Q2 2024.

Valmark Advisers reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2024 after selling out during the quarter.
Valmark Advisers sold 8,286 Global X Autonomous & Electric Vehicles ETF shares in Q2 2024, an estimated $205K.
Valmark Advisers first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and held it in 9 quarters.
Valmark Advisers's Global X Autonomous & Electric Vehicles ETF position peaked at $381K in Q2 2022.
161 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2024.

Based on Valmark Advisers's 13F filing for Q2 2024, filed 1 Aug 2024.