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Atria Investments’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Atria Investments’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 		$871K Sell
17,141
-21,290
-55% -$1.11M 0.01% 1136
2025
Q4 		$1.84M Buy
38,431
+2,357
+7% +$113K 0.02% 763
2025
Q3 		$1.72M Buy
36,074
+20,007
+125% +$921K 0.02% 781
2025
Q2 		$700K Sell
16,067
-34,933
-68% -$1.4M 0.01% 1240
2025
Q1 		$1.92M Buy
51,000
+6,229
+14% +$252K 0.02% 721
2024
Q4 		$1.81M Buy
44,771
+25,022
+127% +$1.07M 0.02% 721
2024
Q3 		$813K Sell
19,749
-20,132
-50% -$774K 0.01% 1085
2024
Q2 		$1.48M Sell
39,881
-10,271
-20% -$393K 0.02% 761
2024
Q1 		$2M Sell
50,152
-17,490
-26% -$633K 0.03% 658
2023
Q4 		$2.33M Buy
67,642
+10,921
+19% +$340K 0.04% 542
2023
Q3 		$1.72M Buy
56,721
+8,714
+18% +$275K 0.03% 630
2023
Q2 		$1.51M Sell
48,007
-3,304
-6% -$93.8K 0.03% 663
2023
Q1 		$1.45M Sell
51,311
-5,167
-9% -$146K 0.03% 659
2022
Q4 		$1.5M Sell
56,478
-845
-1% -$22.1K 0.03% 616
2022
Q3 		$1.32M Sell
57,323
-7,689
-12% -$193K 0.03% 621
2022
Q2 		$1.48M Buy
65,012
+7,139
+12% +$183K 0.03% 604
2022
Q1 		$1.64M Sell
57,873
-3,673
-6% -$99.8K 0.03% 644
2021
Q4 		$1.77M Buy
61,546
+1,304
+2% +$36.3K 0.03% 616
2021
Q3 		$1.53M Buy
+60,242
New +$1.59M 0.03% 633

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

Atria Investments's PAVE Position: Q1 2026 in Review

Atria Investments reduced its Global X US Infrastructure Development ETF (PAVE) stake by 55% in Q1 2026, selling an estimated $1.11M and leaving 17,141 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #1136.

Atria Investments first reported a position in PAVE in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2023. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Atria Investments held 17,141 shares of Global X US Infrastructure Development ETF worth $871K as of Q1 2026.
  • Atria Investments sold 21,290 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $1.11M.
  • Global X US Infrastructure Development ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1136 holding.
  • Atria Investments first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 19 quarters since.
  • Atria Investments's Global X US Infrastructure Development ETF position peaked at $2.33M in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.