Cascadia Advisory Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cascadia Advisory 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
2021 Q3	$263K	Buy	10,352 +212	+2%	+$5.59K	0.05%	217
2021 Q2	$261K	Buy	+10,140	New	+$264K	0.06%	215

Other funds holding PAVE

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cascadia Advisory Services's PAVE Position: Q3 2021 in Review

Cascadia Advisory Services increased its Global X US Infrastructure Development ETF (PAVE) stake by 2.1% in Q3 2021, buying an estimated $5.59K and bringing the position to 10,352 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #217.

Cascadia Advisory Services first reported a position in PAVE in Q2 2021 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold PAVE as of Q3 2021.

Cascadia Advisory Services held 10,352 shares of Global X US Infrastructure Development ETF worth $263K as of Q3 2021.
Cascadia Advisory Services bought 212 Global X US Infrastructure Development ETF shares in Q3 2021, an estimated $5.59K.
Global X US Infrastructure Development ETF made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #217 holding.
Cascadia Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 2 quarters since.
378 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.