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

Atria Wealth Solutions’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
Q2 		$2.28M Buy
51,470
+1,181
+2% +$47.2K 0.05% 384
2025
Q1 		$1.9M Buy
50,289
+2,958
+6% +$120K 0.02% 654
2024
Q4 		$1.91M Sell
47,331
-92
-0.2% -$3.94K 0.02% 662
2024
Q3 		$1.95M Sell
47,423
-18,577
-28% -$714K 0.02% 646
2024
Q2 		$2.44M Sell
66,000
-3,998
-6% -$153K 0.03% 566
2024
Q1 		$2.79M Buy
69,998
+7,907
+13% +$286K 0.03% 518
2023
Q4 		$2.14M Buy
62,091
+12,736
+26% +$396K 0.03% 583
2023
Q3 		$1.5M Sell
49,355
-1,133
-2% -$35.8K 0.02% 658
2023
Q2 		$1.59M Sell
50,488
-215,809
-81% -$6.13M 0.02% 658
2023
Q1 		$7.55M Buy
266,297
+54,748
+26% +$1.55M 0.11% 179
2022
Q4 		$5.63M Sell
211,549
-80,194
-27% -$2.1M 0.09% 236
2022
Q3 		$6.73M Sell
291,743
-1,890
-0.6% -$47.5K 0.12% 183
2022
Q2 		$6.71M Buy
293,633
+196
+0.1% +$5.02K 0.13% 177
2022
Q1 		$8.3M Buy
+293,437
New +$7.97M 0.14% 158

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's PAVE Position: Q2 2025 in Review

Atria Wealth Solutions increased its Global X US Infrastructure Development ETF (PAVE) stake by 2.3% in Q2 2025, buying an estimated $47.2K and bringing the position to 51,470 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #384.

Atria Wealth Solutions first reported a position in PAVE in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.3M in Q1 2022. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

  • Atria Wealth Solutions held 51,470 shares of Global X US Infrastructure Development ETF worth $2.28M as of Q2 2025.
  • Atria Wealth Solutions bought 1,181 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $47.2K.
  • Global X US Infrastructure Development ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #384 holding.
  • Atria Wealth Solutions first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Global X US Infrastructure Development ETF position peaked at $8.3M in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.