Scissortail Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Scissortail Wealth Management’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	–	Sell	-8,435	Closed	-$292K	–	187
2023 Q4	$292K	Buy	+8,435	New	+$263K	0.09%	129
2023 Q1	–	Sell	-9,975	Closed	-$289K	–	103
2022 Q4	$289K	Buy	+9,975	New	+$261K	0.17%	91

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

Scissortail Wealth Management's PAVE Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2024, closing a stake of 8,435 shares — an estimated $292K sold.

Scissortail Wealth Management first reported a position in PAVE in Q4 2022 and held it in 2 quarters. The position peaked at $292K in Q4 2023. 522 funds tracked by Wall St. Rank hold PAVE as of Q1 2024.

Scissortail Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2024 after selling out during the quarter.
Scissortail Wealth Management sold 8,435 Global X US Infrastructure Development ETF shares in Q1 2024, an estimated $292K.
Scissortail Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and held it in 2 quarters.
Scissortail Wealth Management's Global X US Infrastructure Development ETF position peaked at $292K in Q4 2023.
522 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.