TPG Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

TPG Financial Advisors’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 Q4	$5.28M	Buy	156,410 +5,744	+4%	+$179K	2.69%	16
2023 Q3	$4.58M	Buy	150,666 +25,736	+21%	+$813K	2.37%	16
2023 Q2	$3.93M	Buy	124,930 +37,616	+43%	+$1.07M	2.06%	17
2023 Q1	$2.48M	Buy	+87,314	New	+$2.47M	1.35%	22

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

CWM

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

TPG Financial Advisors's PAVE Position: Q4 2023 in Review

TPG Financial Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 3.8% in Q4 2023, buying an estimated $179K and bringing the position to 156,410 shares worth $5.28M. The position accounts for 2.69% of the portfolio, ranked #16.

TPG Financial Advisors first reported a position in PAVE in Q1 2023 and has held it in 4 quarters since. 485 funds tracked by Wall St. Rank hold PAVE as of Q4 2023.

TPG Financial Advisors held 156,410 shares of Global X US Infrastructure Development ETF worth $5.28M as of Q4 2023.
TPG Financial Advisors bought 5,744 Global X US Infrastructure Development ETF shares in Q4 2023, an estimated $179K.
Global X US Infrastructure Development ETF made up 2.69% of TPG Financial Advisors's portfolio in Q4 2023, its #16 holding.
TPG Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 4 quarters since.
485 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2023.

Based on TPG Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.