Sherman Wealth Management’s Lazard Listed Infrastructure ETF GLIX Stock Holding History

Sherman Wealth Management’s Portfolio GLIX Stock Details GLIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$233K	Buy	8,400 +561	+7%	+$15.3K	0.18%	80
2026 Q1	$210K	Buy	+7,839	New	+$207K	0.18%	76

Other funds holding GLIX

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sherman Wealth Management's GLIX Position: Q2 2026 in Review

Sherman Wealth Management increased its Lazard Listed Infrastructure ETF (GLIX) stake by 7.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 8,400 shares worth $233K. The position accounts for 0.18% of the portfolio, ranked #80.

Sherman Wealth Management first reported a position in GLIX in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold GLIX as of Q2 2026.

Sherman Wealth Management held 8,400 shares of Lazard Listed Infrastructure ETF worth $233K as of Q2 2026.
Sherman Wealth Management bought 561 Lazard Listed Infrastructure ETF shares in Q2 2026, an estimated $15.3K.
Lazard Listed Infrastructure ETF made up 0.18% of Sherman Wealth Management's portfolio in Q2 2026, its #80 holding.
Sherman Wealth Management first reported a position in Lazard Listed Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Lazard Listed Infrastructure ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.