Clear Perspectives Financial Planning’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Clear Perspectives Financial Planning’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	$82.9K	Hold	2,925	–	–	0.05%	56
2022 Q4	$77.5K	Sell	2,925 -1,166	-29%	-$30.6K	0.04%	63
2022 Q3	$94K	Hold	4,091	–	–	0.05%	63
2022 Q2	$93K	Hold	4,091	–	–	0.04%	68
2022 Q1	$116K	Hold	4,091	–	–	0.04%	65
2021 Q4	$118K	Hold	4,091	–	–	0.05%	73
2021 Q3	$104K	Buy	4,091 +625	+18%	+$16.5K	0.05%	74
2021 Q2	$89K	Buy	3,466 +2,966	+593%	+$77.1K	0.04%	76
2021 Q1	$13K	Hold	500	–	–	0.01%	141
2020 Q4	$11K	Buy	+500	New	+$9.71K	0.01%	141

Other funds holding PAVE

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

HIIFS

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

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

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

CWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

RJFSA

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

Clear Perspectives Financial Planning's PAVE Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Global X US Infrastructure Development ETF (PAVE) position steady in Q1 2023 at 2,925 shares worth $82.9K. The position accounts for 0.05% of the portfolio, ranked #56.

Clear Perspectives Financial Planning first reported a position in PAVE in Q4 2020 and has held it in 10 quarters since. The position peaked at $118K in Q4 2021. 407 funds tracked by Wall St. Rank hold PAVE as of Q1 2023.

Clear Perspectives Financial Planning held 2,925 shares of Global X US Infrastructure Development ETF worth $82.9K as of Q1 2023.
Clear Perspectives Financial Planning left its Global X US Infrastructure Development ETF share count unchanged in Q1 2023.
Global X US Infrastructure Development ETF made up 0.05% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #56 holding.
Clear Perspectives Financial Planning first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Global X US Infrastructure Development ETF position peaked at $118K in Q4 2021.
407 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.