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

Silicon Hills 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
2023 Q1	–	Sell	-9,011	Closed	-$239K	–	96
2022 Q4	$239K	Sell	9,011 -4,601	-34%	-$121K	0.18%	86
2022 Q3	$314K	Sell	13,612 -2,438	-15%	-$61.2K	0.25%	71
2022 Q2	$365K	Sell	16,050 -17,894	-53%	-$458K	0.27%	73
2022 Q1	$960K	Sell	33,944 -9,047	-21%	-$246K	0.61%	43
2021 Q4	$1.24M	Sell	42,991 -6,661	-13%	-$185K	0.77%	34
2021 Q3	$1.26M	Sell	49,652 -3,878	-7%	-$102K	0.87%	36
2021 Q2	$1.38M	Buy	53,530 +8,106	+18%	+$211K	1.07%	31
2021 Q1	$1.14M	Buy	+45,424	New	+$1.05M	1.03%	31

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HIIFS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

RJFSA

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

Silicon Hills Wealth Management's PAVE Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2023, closing a stake of 9,011 shares — an estimated $239K sold.

Silicon Hills Wealth Management first reported a position in PAVE in Q1 2021 and held it in 8 quarters. The position peaked at $1.38M in Q2 2021. 407 funds tracked by Wall St. Rank hold PAVE as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 9,011 Global X US Infrastructure Development ETF shares in Q1 2023, an estimated $239K.
Silicon Hills Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and held it in 8 quarters.
Silicon Hills Wealth Management's Global X US Infrastructure Development ETF position peaked at $1.38M in Q2 2021.
407 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.