WR Wealth Planners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

WR Wealth Planners’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
2024 Q4	$93.1K	Sell	2,304 -2,720	-54%	-$117K	0.03%	243
2024 Q3	$207K	Buy	5,024 +543	+12%	+$20.9K	0.06%	180
2024 Q2	$166K	Buy	4,481 +525	+13%	+$20.1K	0.05%	195
2024 Q1	$158K	Buy	+3,956	New	+$143K	0.05%	206
2023 Q4	–	Sell	-386	Closed	-$11.7K	–	647
2023 Q3	$11.7K	Buy	386 +1	+0.3%	+$32	﹤0.01%	518
2023 Q2	$12.1K	Hold	385	–	–	﹤0.01%	514
2023 Q1	$10.9K	Buy	385 +2	+0.5%	+$57	﹤0.01%	532
2022 Q4	$10.1K	Hold	383	–	–	0.01%	264
2022 Q3	$8.82K	Buy	383 +2	+0.5%	+$50	0.01%	268
2022 Q2	$8.68K	Hold	381	–	–	0.01%	296
2022 Q1	$10.8K	Buy	+381	New	+$10.4K	0.01%	289

Other funds holding PAVE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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 $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

WR Wealth Planners's PAVE Position: Q4 2024 in Review

WR Wealth Planners reduced its Global X US Infrastructure Development ETF (PAVE) stake by 54% in Q4 2024, selling an estimated $117K and leaving 2,304 shares worth $93.1K. The position accounts for 0.03% of the portfolio, ranked #243.

WR Wealth Planners first reported a position in PAVE in Q1 2022 and has held it in 11 quarters since. The position peaked at $207K in Q3 2024. 593 funds tracked by Wall St. Rank hold PAVE as of Q4 2024.

WR Wealth Planners held 2,304 shares of Global X US Infrastructure Development ETF worth $93.1K as of Q4 2024.
WR Wealth Planners sold 2,720 Global X US Infrastructure Development ETF shares in Q4 2024, an estimated $117K.
Global X US Infrastructure Development ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #243 holding.
WR Wealth Planners first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Global X US Infrastructure Development ETF position peaked at $207K in Q3 2024.
593 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.