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

WealthOne’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	$325K	Buy	13,852 +67	+0.5%	+$1.7K	0.13%	56
2023 Q2	$359K	Hold	13,785	–	–	0.13%	62
2023 Q1	$329K	Buy	13,785 +70	+0.5%	+$1.61K	0.13%	69
2022 Q4	$273K	Sell	13,715 -8,943	-39%	-$191K	0.11%	89
2022 Q3	$456K	Sell	22,658 -309	-1%	-$7.17K	0.2%	59
2022 Q2	$493K	Sell	22,967 -691	-3%	-$16.6K	0.2%	58
2022 Q1	$652K	Buy	23,658 +2,738	+13%	+$76.4K	0.23%	46
2021 Q4	$639K	Buy	+20,920	New	+$628K	0.22%	51

Other funds holding DRIV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthOne's DRIV Position: Q3 2023 in Review

WealthOne increased its Global X Autonomous & Electric Vehicles ETF (DRIV) stake by 0.49% in Q3 2023, buying an estimated $1.7K and bringing the position to 13,852 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #56.

WealthOne first reported a position in DRIV in Q4 2021 and has held it in 8 quarters since. The position peaked at $652K in Q1 2022. 185 funds tracked by Wall St. Rank hold DRIV as of Q3 2023.

WealthOne held 13,852 shares of Global X Autonomous & Electric Vehicles ETF worth $325K as of Q3 2023.
WealthOne bought 67 Global X Autonomous & Electric Vehicles ETF shares in Q3 2023, an estimated $1.7K.
Global X Autonomous & Electric Vehicles ETF made up 0.13% of WealthOne's portfolio in Q3 2023, its #56 holding.
WealthOne first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and has held it in 8 quarters since.
WealthOne's Global X Autonomous & Electric Vehicles ETF position peaked at $652K in Q1 2022.
185 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.