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Fortis Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Fortis Advisors’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
Q1 		– Sell
-8
Closed – – 300
2021
Q4 		$0 Hold
8
– – ﹤0.01% 272
2021
Q3 		$0 Hold
8
– – ﹤0.01% 267
2021
Q2 		$0 Hold
8
– – ﹤0.01% 266
2021
Q1 		$0 Buy
+8
New +$184 ﹤0.01% 252

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fortis Advisors's PAVE Position: Q1 2022 in Review

Fortis Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2022, closing a stake of 8 shares.

Fortis Advisors first reported a position in PAVE in Q1 2021 and held it in 4 quarters. The position peaked at $0 in Q4 2021. 448 funds tracked by Wall St. Rank hold PAVE as of Q1 2022.

  • Fortis Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q1 2022 after selling out during the quarter.
  • Fortis Advisors sold 8 Global X US Infrastructure Development ETF shares in Q1 2022.
  • Fortis Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and held it in 4 quarters.
  • Fortis Advisors's Global X US Infrastructure Development ETF position peaked at $0 in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2022.

Based on Fortis Advisors's 13F filing for Q1 2022, filed 16 May 2022.