Barnes Pettey Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Barnes Pettey Financial Advisors’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	–	Sell	-4,804	Closed	-$230K	–	162
2025 Q4	$230K	Buy	4,804 +82	+2%	+$3.93K	0.11%	134
2025 Q3	$225K	Hold	4,722	–	–	0.12%	121
2025 Q2	$206K	Buy	+4,722	New	+$189K	0.14%	108

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Barnes Pettey Financial Advisors's PAVE Position: Q1 2026 in Review

Barnes Pettey Financial Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2026, closing a stake of 4,804 shares — an estimated $230K sold.

Barnes Pettey Financial Advisors first reported a position in PAVE in Q2 2025 and held it in 3 quarters. The position peaked at $230K in Q4 2025. 735 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Barnes Pettey Financial Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q1 2026 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 4,804 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $230K.
Barnes Pettey Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and held it in 3 quarters.
Barnes Pettey Financial Advisors's Global X US Infrastructure Development ETF position peaked at $230K in Q4 2025.
735 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.