1858 Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

1858 Wealth 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
2025 Q3	$299K	Hold	6,270	–	–	0.21%	76
2025 Q2	$273K	Hold	6,270	–	–	0.2%	89
2025 Q1	$237K	Hold	6,270	–	–	0.2%	101
2024 Q4	$253K	Sell	6,270 -8,212	-57%	-$352K	0.2%	102
2024 Q3	$596K	Buy	14,482 +25	+0.2%	+$961	0.49%	55
2024 Q2	$535K	Buy	14,457 +8,212	+131%	+$314K	0.44%	62
2024 Q1	$215K	Hold	6,245	–	–	0.2%	111
2023 Q4	$215K	Buy	+6,245	New	+$194K	0.2%	111

Other funds holding PAVE

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1858 Wealth Management's PAVE Position: Q3 2025 in Review

1858 Wealth Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q3 2025 at 6,270 shares worth $299K. The position accounts for 0.21% of the portfolio, ranked #76.

1858 Wealth Management first reported a position in PAVE in Q4 2023 and has held it in 8 quarters since. The position peaked at $596K in Q3 2024. 618 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

1858 Wealth Management held 6,270 shares of Global X US Infrastructure Development ETF worth $299K as of Q3 2025.
1858 Wealth Management left its Global X US Infrastructure Development ETF share count unchanged in Q3 2025.
Global X US Infrastructure Development ETF made up 0.21% of 1858 Wealth Management's portfolio in Q3 2025, its #76 holding.
1858 Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Global X US Infrastructure Development ETF position peaked at $596K in Q3 2024.
618 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.