RMR Wealth Builders’s Global X US Infrastructure Development ETF PAVE Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-1,000	Closed	-$25K	–	528
2021 Q1	$25K	Hold	1,000	–	–	0.01%	479
2020 Q4	$21K	Buy	+1,000	New	+$19.4K	0.01%	347

Other funds holding PAVE

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

RMR Wealth Builders's PAVE Position: Q2 2021 in Review

RMR Wealth Builders sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2021, closing a stake of 1,000 shares — an estimated $25K sold.

RMR Wealth Builders first reported a position in PAVE in Q4 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 350 funds tracked by Wall St. Rank hold PAVE as of Q2 2021.

RMR Wealth Builders reported no remaining Global X US Infrastructure Development ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 1,000 Global X US Infrastructure Development ETF shares in Q2 2021, an estimated $25K.
RMR Wealth Builders first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Global X US Infrastructure Development ETF position peaked at $25K in Q1 2021.
350 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.