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Vigilant Capital Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Vigilant Capital 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
-391
Closed -$10K – 487
2022
Q4 		$10K Hold
391
– – ﹤0.01% 403
2022
Q3 		$9K Hold
391
– – ﹤0.01% 471
2022
Q2 		$9K Buy
+391
New +$10K ﹤0.01% 453

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Vigilant Capital Management's PAVE Position: Q1 2023 in Review

Vigilant Capital Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2023, closing a stake of 391 shares — an estimated $10K sold.

Vigilant Capital Management first reported a position in PAVE in Q2 2022 and held it in 3 quarters. The position peaked at $10K in Q4 2022. 407 funds tracked by Wall St. Rank hold PAVE as of Q1 2023.

  • Vigilant Capital Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2023 after selling out during the quarter.
  • Vigilant Capital Management sold 391 Global X US Infrastructure Development ETF shares in Q1 2023, an estimated $10K.
  • Vigilant Capital Management first reported a position in Global X US Infrastructure Development ETF in Q2 2022 and held it in 3 quarters.
  • Vigilant Capital Management's Global X US Infrastructure Development ETF position peaked at $10K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.