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Beacon Pointe Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Beacon Pointe 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 		$416K Sell
8,189
-524
-6% -$27.3K ﹤0.01% 1375
2025
Q4 		$416K Hold
8,713
– – ﹤0.01% 1131
2025
Q3 		$415K Buy
8,713
+2,119
+32% +$97.5K ﹤0.01% 1079
2025
Q2 		$287K Buy
6,594
+602
+10% +$24.1K ﹤0.01% 1066
2025
Q1 		$226K Sell
5,992
-54
-0.9% -$2.19K ﹤0.01% 1117
2024
Q4 		$244K Hold
6,046
– – ﹤0.01% 1083
2024
Q3 		$249K Sell
6,046
-22
-0.4% -$846 ﹤0.01% 1091
2024
Q2 		$225K Buy
6,068
+70
+1% +$2.68K ﹤0.01% 1151
2024
Q1 		$239K Sell
5,998
-517
-8% -$18.7K ﹤0.01% 1188
2023
Q4 		$225K Sell
6,515
-1,960
-23% -$61K ﹤0.01% 1178
2023
Q3 		$258K Sell
8,475
-1,689
-17% -$53.3K ﹤0.01% 1133
2023
Q2 		$319K Buy
10,164
+574
+6% +$16.3K 0.01% 869
2023
Q1 		$272K Sell
9,590
-2,971
-24% -$84.2K ﹤0.01% 967
2022
Q4 		$333K Sell
12,561
-571
-4% -$15K 0.01% 826
2022
Q3 		$302K Sell
13,132
-278
-2% -$6.98K 0.01% 798
2022
Q2 		$305K Sell
13,410
-2,229
-14% -$57.1K 0.01% 816
2022
Q1 		$442K Buy
15,639
+1,809
+13% +$49.2K 0.01% 837
2021
Q4 		$398K Buy
13,830
+291
+2% +$8.09K 0.01% 633
2021
Q3 		$344K Buy
+13,539
New +$357K 0.01% 653

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Beacon Pointe Advisors's PAVE Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 6% in Q1 2026, selling an estimated $27.3K and leaving 8,189 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Beacon Pointe Advisors first reported a position in PAVE in Q3 2021 and has held it in 19 quarters since. The position peaked at $442K in Q1 2022. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Beacon Pointe Advisors held 8,189 shares of Global X US Infrastructure Development ETF worth $416K as of Q1 2026.
  • Beacon Pointe Advisors sold 524 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $27.3K.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1375 holding.
  • Beacon Pointe Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Global X US Infrastructure Development ETF position peaked at $442K in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.