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Legacy Wealth Partners (California)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$708K Sell
27,508
-8,328
-23% -$216K 0.39% 61
2021
Q1 		$898K Buy
+35,836
New +$825K 0.53% 47

Other funds holding PAVE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Legacy Wealth Partners (California)'s PAVE Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Global X US Infrastructure Development ETF (PAVE) stake by 23% in Q2 2021, selling an estimated $216K and leaving 27,508 shares worth $708K. The position accounts for 0.39% of the portfolio, ranked #61.

Legacy Wealth Partners (California) first reported a position in PAVE in Q1 2021 and has held it in 2 quarters since. The position peaked at $898K in Q1 2021. 350 funds tracked by Wall St. Rank hold PAVE as of Q2 2021.

  • Legacy Wealth Partners (California) held 27,508 shares of Global X US Infrastructure Development ETF worth $708K as of Q2 2021.
  • Legacy Wealth Partners (California) sold 8,328 Global X US Infrastructure Development ETF shares in Q2 2021, an estimated $216K.
  • Global X US Infrastructure Development ETF made up 0.39% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #61 holding.
  • Legacy Wealth Partners (California) first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 2 quarters since.
  • Legacy Wealth Partners (California)'s Global X US Infrastructure Development ETF position peaked at $898K in Q1 2021.
  • 350 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.