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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Global X US Infrastructure Development ETF PAVE Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q1 		– Sell
-17,322
Closed -$700K – 87
2024
Q4 		$700K Buy
+17,322
New +$742K 0.48% 53

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's PAVE Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 17,322 shares — an estimated $700K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in PAVE in Q4 2024 and held it in 1 quarter. The position peaked at $700K in Q4 2024. 582 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 17,322 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $700K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Global X US Infrastructure Development ETF position peaked at $700K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.