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

Advocacy Wealth Management Services’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
2022 Q3	–	Sell	-625	Closed	-$14K	–	148
2022 Q2	$14K	Hold	625	–	–	﹤0.01%	91
2022 Q1	$18K	Hold	625	–	–	﹤0.01%	91
2021 Q4	$18K	Hold	625	–	–	﹤0.01%	101
2021 Q3	$16K	Hold	625	–	–	﹤0.01%	105
2021 Q2	$16K	Hold	625	–	–	﹤0.01%	117
2021 Q1	$16K	Hold	625	–	–	﹤0.01%	104
2020 Q4	$13K	Buy	+625	New	+$12.1K	﹤0.01%	107

Other funds holding PAVE

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Advocacy Wealth Management Services's PAVE Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2022, closing a stake of 625 shares — an estimated $14K sold.

Advocacy Wealth Management Services first reported a position in PAVE in Q4 2020 and held it in 7 quarters. The position peaked at $18K in Q1 2022. 376 funds tracked by Wall St. Rank hold PAVE as of Q3 2022.

Advocacy Wealth Management Services reported no remaining Global X US Infrastructure Development ETF position as of Q3 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 625 Global X US Infrastructure Development ETF shares in Q3 2022, an estimated $14K.
Advocacy Wealth Management Services first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and held it in 7 quarters.
Advocacy Wealth Management Services's Global X US Infrastructure Development ETF position peaked at $18K in Q1 2022.
376 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.