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

Executive 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	$305K	Sell	7,551 -427	-5%	-$18.3K	0.02%	208
2024 Q3	$328K	Sell	7,978 -169	-2%	-$6.5K	0.03%	213
2024 Q2	$302K	Buy	8,147 +450	+6%	+$17.2K	0.06%	98
2024 Q1	$304K	Buy	7,697 +127	+2%	+$4.6K	0.03%	193
2023 Q4	$261K	Buy	7,570 +850	+13%	+$26.5K	0.02%	183
2023 Q3	$204K	Sell	6,720 -757	-10%	-$23.9K	0.02%	191
2023 Q2	$235K	Buy	7,477 +122	+2%	+$3.46K	0.02%	184
2023 Q1	$209K	Buy	+7,355	New	+$208K	0.02%	187

Other funds holding PAVE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Executive Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 5.4% in Q4 2024, selling an estimated $18.3K and leaving 7,551 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #208.

Executive Wealth Management first reported a position in PAVE in Q1 2023 and has held it in 8 quarters since. The position peaked at $328K in Q3 2024. 593 funds tracked by Wall St. Rank hold PAVE as of Q4 2024.

Executive Wealth Management held 7,551 shares of Global X US Infrastructure Development ETF worth $305K as of Q4 2024.
Executive Wealth Management sold 427 Global X US Infrastructure Development ETF shares in Q4 2024, an estimated $18.3K.
Global X US Infrastructure Development ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #208 holding.
Executive Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 8 quarters since.
Executive Wealth Management's Global X US Infrastructure Development ETF position peaked at $328K in Q3 2024.
593 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.