DRIV β€” Global X Atnms & Elctrc Vhcls ETF

Ownership history in Cook Wealth, LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which Cook Wealth, LLC reported a position in Global X Atnms & Elctrc Vhcls ETF (DRIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.35% (2022 Q2)
πŸ“Š Avg. % of fund
0.25%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
11

Position Intelligence

Cook Wealth, LLC Γ— DRIV AI Analytics

πŸ“‰ Cook Wealth, LLC underperformed the S&P 500 by –14.8% annually on this DRIV position. Timing score: 33% (3/9 decisions correct). Average cost basis: $25.80. Maximum drawdown during holding period: –34.1%.

πŸ“ˆ Position Alpha vs SPY
-14.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 14.8% ann.
10 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 9 add/trim decisions correct

πŸ’° Entry Quality
$25.80
+14.7% vs current ($29.58)

Best entry: $18.94 (2022 Q4)  Β·  Worst: $28.75 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–34.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
78%
buy-side decisions

7 adds Β· 2 trims. Bought during 5 of 6 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.1% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DRIV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 9,937 β€” 0% 0.10% $206K $29.58
2025 Q2 UNCHANGED 9,937 β€” 0% 0.10% $206K $23.19
2025 Q1 REDUCED 9,937 -7,214 -42.1% 0.10% $206K $20.88
2023 Q3 ADDED 17,151 +4,003 +30.4% 0.28% $360K $22.54
2023 Q2 REDUCED 13,148 -3,471 -20.9% 0.27% $353K $24.99
2023 Q1 ADDED 16,619 +1,822 +12.3% 0.31% $369K $22.72
2022 Q4 ADDED 14,797 +295 +2.0% 0.28% $294K $18.94
2022 Q3 ADDED 14,502 +821 +6.0% 0.33% $305K $19.04
2022 Q2 ADDED 13,681 +1,651 +13.7% 0.35% $340K $20.32
2022 Q1 ADDED 12,030 +38 +0.3% 0.31% $294K $25.96
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DRIV

As of 2025 Q4 β€” sorted by position size

Kropog Financial Group, LLC 0.34% Investmark Advisory Group LLC 3Y 0.1% Financial Freedom, LLC 3Y 0.09% Stelac Advisory Services LLC 3Y 7Y 0.08% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.07% BOS Asset Management, LLC 3Y 0.06% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.05% GPS Wealth Strategies Group, LLC 3Y 0.03% General Partner, Inc. 3Y 0.03% Powell Investment Advisors, LLC 3Y 0.03%
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