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Ratio Wealth Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Ratio Wealth Group’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
Q1 		$5.58M Buy
140,280
+13,329
+10% +$483K 1.04% 29
2023
Q4 		$4.37M Buy
+126,951
New +$3.95M 0.95% 29

Other funds holding PAVE

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ratio Wealth Group's PAVE Position: Q1 2024 in Review

Ratio Wealth Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 10% in Q1 2024, buying an estimated $483K and bringing the position to 140,280 shares worth $5.58M. The position accounts for 1.04% of the portfolio, ranked #29.

Ratio Wealth Group first reported a position in PAVE in Q4 2023 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

  • Ratio Wealth Group held 140,280 shares of Global X US Infrastructure Development ETF worth $5.58M as of Q1 2024.
  • Ratio Wealth Group bought 13,329 Global X US Infrastructure Development ETF shares in Q1 2024, an estimated $483K.
  • Global X US Infrastructure Development ETF made up 1.04% of Ratio Wealth Group's portfolio in Q1 2024, its #29 holding.
  • Ratio Wealth Group first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 2 quarters since.
  • 522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.