PPP
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Private Portfolio Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$483K Sell
11,963
-450
-4% -$19.3K 0.09% 174
2024
Q3 		$511K Buy
12,413
+885
+8% +$34K 0.1% 163
2024
Q2 		$427K Buy
11,528
+2,462
+27% +$94.2K 0.35% 56
2024
Q1 		$361K Buy
+9,066
New +$328K 0.08% 187

Other funds holding PAVE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Private Portfolio Partners's PAVE Position: Q4 2024 in Review

Private Portfolio Partners reduced its Global X US Infrastructure Development ETF (PAVE) stake by 3.6% in Q4 2024, selling an estimated $19.3K and leaving 11,963 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #174.

Private Portfolio Partners first reported a position in PAVE in Q1 2024 and has held it in 4 quarters since. The position peaked at $511K in Q3 2024. 593 funds tracked by Wall St. Rank hold PAVE as of Q4 2024.

  • Private Portfolio Partners held 11,963 shares of Global X US Infrastructure Development ETF worth $483K as of Q4 2024.
  • Private Portfolio Partners sold 450 Global X US Infrastructure Development ETF shares in Q4 2024, an estimated $19.3K.
  • Global X US Infrastructure Development ETF made up 0.09% of Private Portfolio Partners's portfolio in Q4 2024, its #174 holding.
  • Private Portfolio Partners first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 4 quarters since.
  • Private Portfolio Partners's Global X US Infrastructure Development ETF position peaked at $511K in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.