Wagner Wealth Management (South Carolina)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q1	–	Sell	-188	Closed	-$5K	–	529
2021 Q4	$5K	Hold	188	–	–	﹤0.01%	571
2021 Q3	$5K	Sell	188 -300	-61%	-$7.91K	﹤0.01%	543
2021 Q2	$13K	Buy	488 +53	+12%	+$1.38K	0.01%	458
2021 Q1	$11K	Buy	+435	New	+$10K	0.01%	454

Other funds holding PAVE

Bank of America

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

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return