PFBT
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Parkside Financial Bank & Trust’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-74
Closed -$2.1K – 2078
2023
Q1 		$2.1K Hold
74
– – ﹤0.01% 1687
2022
Q4 		$1.96K Buy
+74
New +$1.94K ﹤0.01% 1688

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Parkside Financial Bank & Trust's PAVE Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2023, closing a stake of 74 shares — an estimated $2.1K sold.

Parkside Financial Bank & Trust first reported a position in PAVE in Q4 2022 and held it in 2 quarters. The position peaked at $2.1K in Q1 2023. 418 funds tracked by Wall St. Rank hold PAVE as of Q2 2023.

  • Parkside Financial Bank & Trust reported no remaining Global X US Infrastructure Development ETF position as of Q2 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 74 Global X US Infrastructure Development ETF shares in Q2 2023, an estimated $2.1K.
  • Parkside Financial Bank & Trust first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Global X US Infrastructure Development ETF position peaked at $2.1K in Q1 2023.
  • 418 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.