J2 Capital Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

J2 Capital Management’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
2023 Q3	$322K	Hold	10,611	–	–	0.41%	72
2023 Q2	$334K	Sell	10,611 -162	-2%	-$4.6K	0.4%	70
2023 Q1	$305K	Buy	+10,773	New	+$305K	0.47%	63

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

J2 Capital Management's PAVE Position: Q3 2023 in Review

J2 Capital Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q3 2023 at 10,611 shares worth $322K. The position accounts for 0.41% of the portfolio, ranked #72.

J2 Capital Management first reported a position in PAVE in Q1 2023 and has held it in 3 quarters since. The position peaked at $334K in Q2 2023. 438 funds tracked by Wall St. Rank hold PAVE as of Q3 2023.

J2 Capital Management held 10,611 shares of Global X US Infrastructure Development ETF worth $322K as of Q3 2023.
J2 Capital Management left its Global X US Infrastructure Development ETF share count unchanged in Q3 2023.
Global X US Infrastructure Development ETF made up 0.41% of J2 Capital Management's portfolio in Q3 2023, its #72 holding.
J2 Capital Management first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 3 quarters since.
J2 Capital Management's Global X US Infrastructure Development ETF position peaked at $334K in Q2 2023.
438 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.