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

Avitas 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 Q4	$296K	Sell	7,320 -397	-5%	-$17K	0.04%	178
2024 Q3	$318K	Sell	7,717 -136	-2%	-$5.23K	0.04%	183
2024 Q2	$291K	Buy	7,853 +66	+0.8%	+$2.52K	0.04%	192
2024 Q1	$310K	Sell	7,787 -167	-2%	-$6.04K	0.05%	195
2023 Q4	$274K	Buy	7,954 +89	+1%	+$2.77K	0.05%	188
2023 Q3	$239K	Sell	7,865 -3	-0%	-$95	0.05%	198
2023 Q2	$247K	Buy	7,868 +77	+1%	+$2.19K	0.04%	192
2023 Q1	$221K	Buy	7,791 +239	+3%	+$6.77K	0.04%	198
2022 Q4	$200K	Buy	+7,552	New	+$198K	0.04%	183
2022 Q2	–	Sell	-9,707	Closed	-$275K	–	219
2022 Q1	$275K	Sell	9,707 -9,311	-49%	-$253K	0.05%	181
2021 Q4	$548K	Sell	19,018 -276	-1%	-$7.67K	0.09%	154
2021 Q3	$490K	Sell	19,294 -162	-0.8%	-$4.27K	0.09%	166
2021 Q2	$501K	Buy	19,456 +5,235	+37%	+$136K	0.09%	174
2021 Q1	$356K	Buy	+14,221	New	+$327K	0.07%	193

Other funds holding PAVE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Avitas Wealth Management's PAVE Position: Q4 2024 in Review

Avitas Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 5.1% in Q4 2024, selling an estimated $17K and leaving 7,320 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #178.

Avitas Wealth Management first reported a position in PAVE in Q1 2021 and has held it in 14 quarters since. The position peaked at $548K in Q4 2021. 593 funds tracked by Wall St. Rank hold PAVE as of Q4 2024.

Avitas Wealth Management held 7,320 shares of Global X US Infrastructure Development ETF worth $296K as of Q4 2024.
Avitas Wealth Management sold 397 Global X US Infrastructure Development ETF shares in Q4 2024, an estimated $17K.
Global X US Infrastructure Development ETF made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #178 holding.
Avitas Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 14 quarters since.
Avitas Wealth Management's Global X US Infrastructure Development ETF position peaked at $548K in Q4 2021.
593 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.