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

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-75	Closed	-$2.58K	–	346
2023 Q4	$2.58K	Hold	75	–	–	﹤0.01%	381
2023 Q3	$2.28K	Hold	75	–	–	﹤0.01%	374
2023 Q2	$2.36K	Buy	+75	New	+$2.13K	﹤0.01%	380
2022 Q3	–	Sell	-75	Closed	-$2K	–	372
2022 Q2	$2K	Hold	75	–	–	﹤0.01%	422
2022 Q1	$2K	Hold	75	–	–	﹤0.01%	426
2021 Q4	$2K	Hold	75	–	–	﹤0.01%	409
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	424
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	399
2021 Q1	$2K	Buy	+75	New	+$1.73K	﹤0.01%	416

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

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

HIIFS

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Global Wealth Management Investment Advisory's PAVE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2024, closing a stake of 75 shares — an estimated $2.58K sold.

Global Wealth Management Investment Advisory first reported a position in PAVE in Q1 2021 and held it in 9 quarters. The position peaked at $2.58K in Q4 2023. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Global X US Infrastructure Development ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 75 Global X US Infrastructure Development ETF shares in Q1 2024, an estimated $2.58K.
Global Wealth Management Investment Advisory first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Global X US Infrastructure Development ETF position peaked at $2.58K in Q4 2023.
522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.