Wellington Wealth Strategies’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Wellington Wealth Strategies’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 Q3	–	Sell	-18,382	Closed	-$432K	–	82
2024 Q2	$432K	Buy	18,382 +8,340	+83%	+$201K	1.81%	9
2024 Q1	$248K	Sell	10,042 -9,917	-50%	-$235K	0.12%	125
2023 Q4	$492K	Buy	+19,959	New	+$458K	0.42%	46
2020 Q4	$492K	Buy	+19,959	New	+$408K	0.42%	47

Other funds holding DRIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wellington Wealth Strategies's DRIV Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2024, closing a stake of 18,382 shares — an estimated $432K sold.

Wellington Wealth Strategies first reported a position in DRIV in Q4 2020 and held it in 4 quarters. The position peaked at $492K in Q4 2023. 137 funds tracked by Wall St. Rank hold DRIV as of Q3 2024.

Wellington Wealth Strategies reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 18,382 Global X Autonomous & Electric Vehicles ETF shares in Q3 2024, an estimated $432K.
Wellington Wealth Strategies first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2020 and held it in 4 quarters.
Wellington Wealth Strategies's Global X Autonomous & Electric Vehicles ETF position peaked at $492K in Q4 2023.
137 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.