Lake Point Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Lake Point Wealth 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
2022 Q2	$16K	Hold	700	–	–	0.01%	130
2022 Q1	$20K	Hold	700	–	–	0.01%	112
2021 Q4	$20K	Buy	+700	New	+$19.5K	0.01%	119

Other funds holding PAVE

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lake Point Wealth Management's PAVE Position: Q2 2022 in Review

Lake Point Wealth Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2022 at 700 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #130.

Lake Point Wealth Management first reported a position in PAVE in Q4 2021 and has held it in 3 quarters since. The position peaked at $20K in Q1 2022. 394 funds tracked by Wall St. Rank hold PAVE as of Q2 2022.

Lake Point Wealth Management held 700 shares of Global X US Infrastructure Development ETF worth $16K as of Q2 2022.
Lake Point Wealth Management left its Global X US Infrastructure Development ETF share count unchanged in Q2 2022.
Global X US Infrastructure Development ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #130 holding.
Lake Point Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 3 quarters since.
Lake Point Wealth Management's Global X US Infrastructure Development ETF position peaked at $20K in Q1 2022.
394 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.