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Professional Planning’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Professional Planning’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 		$893K Buy
35,159
+2,833
+9% +$74.7K 0.43% 48
2021
Q2 		$832K Buy
+32,326
New +$840K 0.38% 50

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
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
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

Professional Planning's PAVE Position: Q3 2021 in Review

Professional Planning increased its Global X US Infrastructure Development ETF (PAVE) stake by 8.8% in Q3 2021, buying an estimated $74.7K and bringing the position to 35,159 shares worth $893K. The position accounts for 0.43% of the portfolio, ranked #48.

Professional Planning first reported a position in PAVE in Q2 2021 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold PAVE as of Q3 2021.

  • Professional Planning held 35,159 shares of Global X US Infrastructure Development ETF worth $893K as of Q3 2021.
  • Professional Planning bought 2,833 Global X US Infrastructure Development ETF shares in Q3 2021, an estimated $74.7K.
  • Global X US Infrastructure Development ETF made up 0.43% of Professional Planning's portfolio in Q3 2021, its #48 holding.
  • Professional Planning first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.