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BCGM Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

BCGM 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
-18,205
Closed -$736K – 155
2024
Q4 		$736K Buy
18,205
+1,617
+10% +$69.3K 0.23% 82
2024
Q3 		$683K Buy
16,588
+196
+1% +$7.54K 0.22% 82
2024
Q2 		$607K Buy
16,392
+538
+3% +$20.6K 0.21% 85
2024
Q1 		$631K Buy
+15,854
New +$574K 0.23% 81

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

BCGM Wealth Management's PAVE Position: Q1 2025 in Review

BCGM Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 18,205 shares — an estimated $736K sold.

BCGM Wealth Management first reported a position in PAVE in Q1 2024 and held it in 4 quarters. The position peaked at $736K in Q4 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

  • BCGM Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
  • BCGM Wealth Management sold 18,205 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $736K.
  • BCGM Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and held it in 4 quarters.
  • BCGM Wealth Management's Global X US Infrastructure Development ETF position peaked at $736K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on BCGM Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.