Johnson Midwest Financial’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Johnson Midwest Financial’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	$617	Hold	20	–	–	﹤0.01%	353
2023 Q2	$636	Hold	20	–	–	﹤0.01%	350
2023 Q1	$574	Hold	20	–	–	﹤0.01%	365
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	360
2022 Q3	$0	Hold	20	–	–	﹤0.01%	344
2022 Q2	$0	Hold	20	–	–	﹤0.01%	316
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	271
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	288
2021 Q3	$1K	Buy	+20	New	+$527	﹤0.01%	305

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 $14.7B AUM 47% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Johnson Midwest Financial's PAVE Position: Q3 2023 in Review

Johnson Midwest Financial held its Global X US Infrastructure Development ETF (PAVE) position steady in Q3 2023 at 20 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Johnson Midwest Financial first reported a position in PAVE in Q3 2021 and has held it in 9 quarters since. The position peaked at $1K in Q4 2022. 438 funds tracked by Wall St. Rank hold PAVE as of Q3 2023.

Johnson Midwest Financial held 20 shares of Global X US Infrastructure Development ETF worth $617 as of Q3 2023.
Johnson Midwest Financial left its Global X US Infrastructure Development ETF share count unchanged in Q3 2023.
Global X US Infrastructure Development ETF made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #353 holding.
Johnson Midwest Financial first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 9 quarters since.
Johnson Midwest Financial's Global X US Infrastructure Development ETF position peaked at $1K in Q4 2022.
438 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.