BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
2026 Q2	$52.3K	Sell	1,356 -100	-7%	-$3.78K	0.01%	946
2026 Q1	$44.4K	Sell	1,456 -1,000	-41%	-$31.8K	0.01%	1029
2025 Q4	$72.7K	Buy	2,456 +1,156	+89%	+$34.1K	0.01%	868
2025 Q3	$36.8K	Buy	1,300 +200	+18%	+$5.12K	0.01%	1046
2025 Q2	$25.6K	Sell	1,100 -35,336	-97%	-$759K	﹤0.01%	1134
2025 Q1	$770K	Sell	36,436 -7,622	-17%	-$176K	0.13%	151
2024 Q4	$1.01M	Sell	44,058 -900	-2%	-$21K	0.17%	106
2024 Q3	$1.06M	Buy	+44,958	New	+$1.02M	0.17%	112

Other funds holding DRIV

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s DRIV Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Global X Autonomous & Electric Vehicles ETF (DRIV) stake by 6.9% in Q2 2026, selling an estimated $3.78K and leaving 1,356 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #946.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in DRIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2024. 140 funds tracked by Wall St. Rank hold DRIV as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 1,356 shares of Global X Autonomous & Electric Vehicles ETF worth $52.3K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 100 Global X Autonomous & Electric Vehicles ETF shares in Q2 2026, an estimated $3.78K.
Global X Autonomous & Electric Vehicles ETF made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #946 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Global X Autonomous & Electric Vehicles ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Global X Autonomous & Electric Vehicles ETF position peaked at $1.06M in Q3 2024.
140 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.