Zullo Investment Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Zullo Investment Group’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	-4,855	Closed	-$129K	–	527
2022 Q4	$129K	Sell	4,855 -275	-5%	-$7.21K	0.08%	178
2022 Q3	$118K	Sell	5,130 -590	-10%	-$14.8K	0.08%	183
2022 Q2	$130K	Sell	5,720 -1,600	-22%	-$41K	0.08%	181
2022 Q1	$207K	Sell	7,320 -1,970	-21%	-$53.5K	0.11%	146
2021 Q4	$267K	Buy	+9,290	New	+$258K	0.14%	131

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Zullo Investment Group's PAVE Position: Q1 2023 in Review

Zullo Investment Group sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2023, closing a stake of 4,855 shares — an estimated $129K sold.

Zullo Investment Group first reported a position in PAVE in Q4 2021 and held it in 5 quarters. The position peaked at $267K in Q4 2021. 407 funds tracked by Wall St. Rank hold PAVE as of Q1 2023.

Zullo Investment Group reported no remaining Global X US Infrastructure Development ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 4,855 Global X US Infrastructure Development ETF shares in Q1 2023, an estimated $129K.
Zullo Investment Group first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Global X US Infrastructure Development ETF position peaked at $267K in Q4 2021.
407 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.