Mid Atlantic Financial Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$958K	Buy	37,692 +28,388	+305%	+$748K	0.06%	268
2021 Q2	$240K	Sell	9,304 -111,271	-92%	-$2.89M	0.02%	761
2021 Q1	$3.02M	Buy	+120,575	New	+$2.77M	0.22%	101

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's PAVE Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 305% in Q3 2021, buying an estimated $748K and bringing the position to 37,692 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #268.

Mid Atlantic Financial Management first reported a position in PAVE in Q1 2021 and has held it in 3 quarters since. The position peaked at $3.02M in Q1 2021. 378 funds tracked by Wall St. Rank hold PAVE as of Q3 2021.

Mid Atlantic Financial Management held 37,692 shares of Global X US Infrastructure Development ETF worth $958K as of Q3 2021.
Mid Atlantic Financial Management bought 28,388 Global X US Infrastructure Development ETF shares in Q3 2021, an estimated $748K.
Global X US Infrastructure Development ETF made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #268 holding.
Mid Atlantic Financial Management first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 3 quarters since.
Mid Atlantic Financial Management's Global X US Infrastructure Development ETF position peaked at $3.02M in Q1 2021.
378 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.