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

Retirement 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	$4.18K	Hold	105	–	–	﹤0.01%	586
2023 Q4	$3.62K	Hold	105	–	–	﹤0.01%	574
2023 Q3	$3.19K	Hold	105	–	–	﹤0.01%	533
2023 Q2	$3.3K	Hold	105	–	–	﹤0.01%	562
2023 Q1	$3K	Hold	105	–	–	﹤0.01%	561
2022 Q4	$3K	Buy	105 +5	+5%	+$131	﹤0.01%	495
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	408
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	633
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	594
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	583
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	492
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	539
2021 Q1	$3K	Buy	+100	New	+$2.3K	﹤0.01%	605

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Group's PAVE Position: Q1 2024 in Review

Retirement Group held its Global X US Infrastructure Development ETF (PAVE) position steady in Q1 2024 at 105 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Retirement Group first reported a position in PAVE in Q1 2021 and has held it in 13 quarters since. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

Retirement Group held 105 shares of Global X US Infrastructure Development ETF worth $4.18K as of Q1 2024.
Retirement Group left its Global X US Infrastructure Development ETF share count unchanged in Q1 2024.
Global X US Infrastructure Development ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #586 holding.
Retirement Group first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 13 quarters since.
522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.