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Drive Wealth Management, LLC

SEC CIK
0001952781
Latest filing
Jul 21, 2026

XM holding history

Qualtrics International Inc. in every 13F filed by Drive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XM overviewAll 13F holders of XMFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2022
Holdings of XM by Drive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−17,613−100.0%Sold outHolders
Q1 202317,613$314.0K0.1%−10−0.1%ReducedHolders
Q4 202217,623$182.9K0.1%−50−0.3%ReducedHolders
Q3 202217,673$180.0K0.2%+17,673NewHolders