HGERS
PAVE icon

Householder Group Estate & Retirement Specialist’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$4K Hold
111
– – ﹤0.01% 444
2024
Q3 		$4K Hold
111
– – ﹤0.01% 965
2024
Q2 		$4K Sell
111
-105
-49% -$4.02K ﹤0.01% 973
2024
Q1 		$8.6K Hold
216
– – ﹤0.01% 843
2023
Q4 		$7K Hold
216
– – ﹤0.01% 843
2023
Q3 		$6.56K Buy
+216
New +$6.82K ﹤0.01% 877
2023
Q1 		$6K Buy
+216
New +$6.12K ﹤0.01% 925
2022
Q4 		– Sell
-216
Closed -$4K – 861
2022
Q3 		$4K Buy
+216
New +$5.42K ﹤0.01% 899

Other funds holding PAVE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PAVE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Global X US Infrastructure Development ETF (PAVE) position steady in Q4 2024 at 111 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Householder Group Estate & Retirement Specialist first reported a position in PAVE in Q3 2022 and has held it in 8 quarters since. The position peaked at $8.6K in Q1 2024. 593 funds tracked by Wall St. Rank hold PAVE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 111 shares of Global X US Infrastructure Development ETF worth $4K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Global X US Infrastructure Development ETF share count unchanged in Q4 2024.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #444 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Global X US Infrastructure Development ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Global X US Infrastructure Development ETF position peaked at $8.6K in Q1 2024.
  • 593 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.