AAS
PAVE icon

Avantax Advisory Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Avantax Advisory Services’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 		$6.29M Buy
144,336
+8,017
+6% +$321K 0.03% 379
2025
Q1 		$5.14M Buy
136,319
+6,971
+5% +$283K 0.03% 406
2024
Q4 		$5.23M Buy
129,348
+25,879
+25% +$1.11M 0.03% 388
2024
Q3 		$4.26M Buy
103,469
+18,691
+22% +$719K 0.03% 430
2024
Q2 		$3.14M Buy
84,778
+9,009
+12% +$345K 0.02% 513
2024
Q1 		$3.02M Buy
75,769
+18,111
+31% +$656K 0.03% 427
2023
Q4 		$1.99M Buy
57,658
+26,931
+88% +$838K 0.02% 500
2023
Q3 		$933K Sell
30,727
-2,205
-7% -$69.6K 0.01% 721
2023
Q2 		$1.04M Sell
32,932
-1,809
-5% -$51.4K 0.01% 664
2023
Q1 		$985K Buy
34,741
+7
+0% +$198 0.01% 673
2022
Q4 		$920K Sell
34,734
-1,126
-3% -$29.5K 0.01% 660
2022
Q3 		$827K Buy
35,860
+3,351
+10% +$84.1K 0.01% 618
2022
Q2 		$740K Buy
32,509
+2,844
+10% +$72.8K 0.01% 641
2022
Q1 		$840K Buy
29,665
+1,379
+5% +$37.5K 0.01% 602
2021
Q4 		$814K Buy
28,286
+8,857
+46% +$246K 0.01% 591
2021
Q3 		$494K Buy
19,429
+5,028
+35% +$133K 0.01% 729
2021
Q2 		$369K Buy
14,401
+5,861
+69% +$152K 0.01% 818
2021
Q1 		$216K Buy
+8,540
New +$196K ﹤0.01% 945

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 $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's PAVE Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X US Infrastructure Development ETF (PAVE) stake by 5.9% in Q2 2025, buying an estimated $321K and bringing the position to 144,336 shares worth $6.29M. The position accounts for 0.03% of the portfolio, ranked #379.

Avantax Advisory Services first reported a position in PAVE in Q1 2021 and has held it in 18 quarters since. 605 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

  • Avantax Advisory Services held 144,336 shares of Global X US Infrastructure Development ETF worth $6.29M as of Q2 2025.
  • Avantax Advisory Services bought 8,017 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $321K.
  • Global X US Infrastructure Development ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #379 holding.
  • Avantax Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 18 quarters since.
  • 605 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.