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Bartlett & Co Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-1,095
Closed -$44.3K – 1259
2024
Q4 		$44.3K Buy
1,095
+553
+102% +$23.7K ﹤0.01% 678
2024
Q3 		$22.3K Buy
+542
New +$20.8K ﹤0.01% 797

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bartlett & Co Wealth Management's PAVE Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 1,095 shares — an estimated $44.3K sold.

Bartlett & Co Wealth Management first reported a position in PAVE in Q3 2024 and held it in 2 quarters. The position peaked at $44.3K in Q4 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,095 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $44.3K.
  • Bartlett & Co Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Global X US Infrastructure Development ETF position peaked at $44.3K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.