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

CFS Investment 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
2023 Q1	–	Sell	-7,567	Closed	-$200K	–	147
2022 Q4	$200K	Buy	+7,567	New	+$198K	0.05%	122
2021 Q4	–	Sell	-14,060	Closed	-$357K	–	223
2021 Q3	$357K	Buy	+14,060	New	+$371K	0.05%	173

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

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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

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

CFS Investment Advisory Services's PAVE Position: Q1 2023 in Review

CFS Investment Advisory Services sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2023, closing a stake of 7,567 shares — an estimated $200K sold.

CFS Investment Advisory Services first reported a position in PAVE in Q3 2021 and held it in 2 quarters. The position peaked at $357K in Q3 2021. 407 funds tracked by Wall St. Rank hold PAVE as of Q1 2023.

CFS Investment Advisory Services reported no remaining Global X US Infrastructure Development ETF position as of Q1 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 7,567 Global X US Infrastructure Development ETF shares in Q1 2023, an estimated $200K.
CFS Investment Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and held it in 2 quarters.
CFS Investment Advisory Services's Global X US Infrastructure Development ETF position peaked at $357K in Q3 2021.
407 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2023.

Based on CFS Investment Advisory Services's 13F filing for Q1 2023, filed 5 May 2023.