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

WealthPLAN Partners’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
Q2 		– Sell
-87
Closed -$2.07K – 1299
2023
Q1 		$2.07K Buy
+87
New +$2K ﹤0.01% 1126

Other funds holding DRIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthPLAN Partners's DRIV Position: Q2 2023 in Review

WealthPLAN Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2023, closing a stake of 87 shares — an estimated $2.07K sold.

WealthPLAN Partners first reported a position in DRIV in Q1 2023 and held it in 1 quarter. The position peaked at $2.07K in Q1 2023. 204 funds tracked by Wall St. Rank hold DRIV as of Q2 2023.

  • WealthPLAN Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 87 Global X Autonomous & Electric Vehicles ETF shares in Q2 2023, an estimated $2.07K.
  • WealthPLAN Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $2.07K in Q1 2023.
  • 204 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.