Aveo Capital Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Aveo Capital Partners’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	–	Sell	-5,883	Closed	-$231K	–	106
2025 Q1	$231K	Buy	5,883 +15	+0.3%	+$608	0.04%	163
2024 Q4	$237K	Buy	+5,868	New	+$251K	0.03%	316
2022 Q1	–	Sell	-9,797	Closed	-$282K	–	293
2021 Q4	$282K	Sell	9,797 -200	-2%	-$5.56K	0.05%	231
2021 Q3	$254K	Sell	9,997 -260	-3%	-$6.85K	0.05%	223
2021 Q2	$264K	Buy	+10,257	New	+$267K	0.06%	227

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aveo Capital Partners's PAVE Position: Q2 2025 in Review

Aveo Capital Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2025, closing a stake of 5,883 shares — an estimated $231K sold.

Aveo Capital Partners first reported a position in PAVE in Q2 2021 and held it in 5 quarters. The position peaked at $282K in Q4 2021. 605 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

Aveo Capital Partners reported no remaining Global X US Infrastructure Development ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 5,883 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $231K.
Aveo Capital Partners first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and held it in 5 quarters.
Aveo Capital Partners's Global X US Infrastructure Development ETF position peaked at $282K in Q4 2021.
605 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.