Financial Planners of Cleveland’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Financial Planners of Cleveland’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
2022 Q2	–	Sell	-7,118	Closed	-$201K	–	33
2022 Q1	$201K	Sell	7,118 -1,774	-20%	-$48.2K	0.08%	54
2021 Q4	$251K	Buy	+8,892	New	+$247K	0.1%	77

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

CWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RIG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Planners of Cleveland's PAVE Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2022, closing a stake of 7,118 shares — an estimated $201K sold.

Financial Planners of Cleveland first reported a position in PAVE in Q4 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 394 funds tracked by Wall St. Rank hold PAVE as of Q2 2022.

Financial Planners of Cleveland reported no remaining Global X US Infrastructure Development ETF position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 7,118 Global X US Infrastructure Development ETF shares in Q2 2022, an estimated $201K.
Financial Planners of Cleveland first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's Global X US Infrastructure Development ETF position peaked at $251K in Q4 2021.
394 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.