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DRIVE WEALTH MANAGEMENT, LLC Historic Quarter Change: USA ETF, Added

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DRIVE WEALTH MANAGEMENT, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, DRIVE WEALTH MANAGEMENT, LLC opened 119 positions, added to 335, reduced 323 and sold out of 130.

  • Q2 2026: Stock BBUS; Country of operation —; Class BETABUILDRS US; Shares before 168,496.
  • Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 63,207.
  • Q2 2026: Stock JPLD; Country of operation —; Class JPMORGAM LTD DUR; Shares before 134,983.
  • Q2 2026: Stock CGMS; Country of operation —; Class US MULTI-SECTOR; Shares before 194,938.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1952781), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026BBUS
J P MORGAN EXCHANGE TRADED F		BETABUILDRS US168,496202,739+34,243$19,744,326$27,312,927+$7,568,6012026-07-22
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF63,20763,722+515$7,857,278$9,450,548+$1,593,2702026-07-22
Q2 2026JPLD
J P MORGAN EXCHANGE TRADED F		JPMORGAM LTD DUR134,983153,466+18,483$7,044,765$8,009,383+$964,6182026-07-22
Q2 2026CGMS
CAPITAL GRP FIXED INCM ETF T		US MULTI-SECTOR194,938218,950+24,012$5,308,160$5,983,892+$675,7322026-07-22
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS3,8344,196+362$2,291,018$2,881,954+$590,9362026-07-22
Q2 2026TFLO
ISHARES TR		TRS FLT RT BD69,65978,911+9,252$3,526,798$3,995,275+$468,4772026-07-22
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM42,39644,805+2,409$2,353,809$2,753,692+$399,8832026-07-22
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF36,324124,587+88,263$10,431,617$10,038,037-$393,5802026-07-22
Q2 2026BALI
BLACKROCK ETF TRUST		ISHARES US LARG77,73180,714+2,983$2,394,896$2,730,547+$335,6512026-07-22
Q2 2026EFV
ISHARES TR		EAFE VALUE ETF69,03369,271+238$5,132,607$5,302,673+$170,0662026-07-22
Q2 2026DGRO
ISHARES TR		CORE DIV GRWTH28,13228,174+42$1,974,293$2,135,278+$160,9852026-07-22
Q2 2026DFUV
DIMENSIONAL ETF TRUST		US MKTWIDE VALUE17,89117,894+3$866,978$984,332+$117,3542026-07-22
Q2 2026LSGR
NATIXIS ETF TRUST II		NATIXIS LOOMIS8,97110,659+1,688$353,368$449,063+$95,6952026-07-22
Q2 2026CLOA
BLACKROCK ETF TRUST II		ISHARES AAA CLO179,552180,919+1,367$9,307,082$9,391,498+$84,4162026-07-22
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF2972,378+2,081$207,327$284,206+$76,8792026-07-22
Q2 2026PIZ
INVESCO EXCH TRADED FD TR II		DORSEY WRGT DVLP5,7736,378+605$285,862$356,503+$70,6412026-07-22
Q2 2026AVDV
AMERICAN CENTY ETF TR		INTL SMCP VLU7,8208,121+301$780,947$836,820+$55,8732026-07-22
Q2 2026FTGC
FIRST TR EXCHANGE TRAD FD VI		FST TR GLB FD38,17539,192+1,017$1,095,991$1,060,145-$35,8462026-07-22
Q2 2026DFAT
DIMENSIONAL ETF TRUST		US TARGETED VLU4,0834,084+1$254,979$285,502+$30,5232026-07-22
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF8762,890+2,014$373,418$358,870-$14,5482026-07-22
Q2 2026DVYE
ISHARES INC		EM MKTS DIV ETF14,01515,015+1,000$481,836$483,920+$2,0842026-07-22
Q2 2026IDV
ISHARES TR		INTL SEL DIV ETF20,98121,557+576$892,937$893,117+$1802026-07-22

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