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Tilia Fiduciary Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Tilia Fiduciary Partners’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
2022
Q2 		– Sell
-34
Closed -$1K – 544
2022
Q1 		$1K Hold
34
– – ﹤0.01% 521
2021
Q4 		$1K Buy
+34
New +$945 ﹤0.01% 542

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tilia Fiduciary Partners's PAVE Position: Q2 2022 in Review

Tilia Fiduciary Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2022, closing a stake of 34 shares — an estimated $1K sold.

Tilia Fiduciary Partners first reported a position in PAVE in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 394 funds tracked by Wall St. Rank hold PAVE as of Q2 2022.

  • Tilia Fiduciary Partners reported no remaining Global X US Infrastructure Development ETF position as of Q2 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 34 Global X US Infrastructure Development ETF shares in Q2 2022, an estimated $1K.
  • Tilia Fiduciary Partners first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and held it in 2 quarters.
  • Tilia Fiduciary Partners's Global X US Infrastructure Development ETF position peaked at $1K in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2022, filed 1 Aug 2022.