Annis Gardner Whiting Capital Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-1,866	Closed	-$81.3K	–	1373
2025 Q2	$81.3K	Buy	+1,866	New	+$74.6K	0.03%	334

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PAVE Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2025, closing a stake of 1,866 shares — an estimated $81.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PAVE in Q2 2025 and held it in 1 quarter. The position peaked at $81.3K in Q2 2025. 619 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

Annis Gardner Whiting Capital Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q3 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,866 Global X US Infrastructure Development ETF shares in Q3 2025, an estimated $81.3K.
Annis Gardner Whiting Capital Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and held it in 1 quarter.
Annis Gardner Whiting Capital Advisors's Global X US Infrastructure Development ETF position peaked at $81.3K in Q2 2025.
619 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.