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Atomi Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Atomi Financial 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
2026
Q1 		$411K Sell
8,092
-1,187
-13% -$61.8K 0.01% 793
2025
Q4 		$443K Sell
9,279
-1,762
-16% -$84.5K 0.01% 750
2025
Q3 		$526K Sell
11,041
-6,014
-35% -$277K 0.02% 633
2025
Q2 		$743K Buy
17,055
+5,592
+49% +$224K 0.03% 438
2025
Q1 		$433K Buy
+11,463
New +$465K 0.02% 594

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Atomi Financial Group's PAVE Position: Q1 2026 in Review

Atomi Financial Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 13% in Q1 2026, selling an estimated $61.8K and leaving 8,092 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #793.

Atomi Financial Group first reported a position in PAVE in Q1 2025 and has held it in 5 quarters since. The position peaked at $743K in Q2 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Atomi Financial Group held 8,092 shares of Global X US Infrastructure Development ETF worth $411K as of Q1 2026.
  • Atomi Financial Group sold 1,187 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $61.8K.
  • Global X US Infrastructure Development ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #793 holding.
  • Atomi Financial Group first reported a position in Global X US Infrastructure Development ETF in Q1 2025 and has held it in 5 quarters since.
  • Atomi Financial Group's Global X US Infrastructure Development ETF position peaked at $743K in Q2 2025.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.