Cahill Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cahill Financial Advisors’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
2023 Q3	–	Sell	-6,986	Closed	-$220K	–	244
2023 Q2	$220K	Buy	+6,986	New	+$198K	0.04%	224
2023 Q1	–	Sell	-8,486	Closed	-$225K	–	237
2022 Q4	$225K	Buy	+8,486	New	+$222K	0.04%	212
2022 Q2	–	Sell	-8,563	Closed	-$242K	–	218
2022 Q1	$242K	Buy	+8,563	New	+$233K	0.05%	202
2021 Q4	–	Sell	-2,500	Closed	-$64K	–	595
2021 Q3	$64K	Buy	+2,500	New	+$65.9K	0.01%	310

Other funds holding PAVE

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWM

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Cahill Financial Advisors's PAVE Position: Q3 2023 in Review

Cahill Financial Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2023, closing a stake of 6,986 shares — an estimated $220K sold.

Cahill Financial Advisors first reported a position in PAVE in Q3 2021 and held it in 4 quarters. The position peaked at $242K in Q1 2022. 438 funds tracked by Wall St. Rank hold PAVE as of Q3 2023.

Cahill Financial Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q3 2023 after selling out during the quarter.
Cahill Financial Advisors sold 6,986 Global X US Infrastructure Development ETF shares in Q3 2023, an estimated $220K.
Cahill Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and held it in 4 quarters.
Cahill Financial Advisors's Global X US Infrastructure Development ETF position peaked at $242K in Q1 2022.
438 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2023.

Based on Cahill Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.