IPW
PAVE icon

Impact Partnership Wealth’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1,033
Closed -$41.1K – 535
2024
Q1 		$41.1K Hold
1,033
– – 0.02% 341
2023
Q4 		$35.6K Hold
1,033
– – 0.01% 366
2023
Q3 		$31.4K Buy
+1,033
New +$32.6K 0.01% 444

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Impact Partnership Wealth's PAVE Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2024, closing a stake of 1,033 shares — an estimated $41.1K sold.

Impact Partnership Wealth first reported a position in PAVE in Q3 2023 and held it in 3 quarters. The position peaked at $41.1K in Q1 2024. 526 funds tracked by Wall St. Rank hold PAVE as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Global X US Infrastructure Development ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,033 Global X US Infrastructure Development ETF shares in Q2 2024, an estimated $41.1K.
  • Impact Partnership Wealth first reported a position in Global X US Infrastructure Development ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Global X US Infrastructure Development ETF position peaked at $41.1K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.