IWA
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IBEX Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-1,524
Closed -$39K – 353
2021
Q3 		$39K Buy
+1,524
New +$40.2K 0.01% 286

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IBEX Wealth Advisors's PAVE Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2021, closing a stake of 1,524 shares — an estimated $39K sold.

IBEX Wealth Advisors first reported a position in PAVE in Q3 2021 and held it in 1 quarter. The position peaked at $39K in Q3 2021. 437 funds tracked by Wall St. Rank hold PAVE as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,524 Global X US Infrastructure Development ETF shares in Q4 2021, an estimated $39K.
  • IBEX Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $39K in Q3 2021.
  • 437 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.