AWM
PAVE icon

Able Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Able Wealth Management’s Portfolio PAVE Stock Details PAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-376
Closed -$13K – 428
2023
Q4 		$13K Buy
+376
New +$11.7K 0.01% 248

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Able Wealth Management's PAVE Position: Q1 2024 in Review

Able Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2024, closing a stake of 376 shares — an estimated $13K sold.

Able Wealth Management first reported a position in PAVE in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

  • Able Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 376 Global X US Infrastructure Development ETF shares in Q1 2024, an estimated $13K.
  • Able Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Global X US Infrastructure Development ETF position peaked at $13K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.