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

Capital Insight 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 Q4	–	Sell	-6,059	Closed	-$289K	–	156
2025 Q3	$289K	Hold	6,059	–	–	0.05%	144
2025 Q2	$264K	Hold	6,059	–	–	0.05%	146
2025 Q1	$229K	Sell	6,059 -150	-2%	-$6.08K	0.04%	150
2024 Q4	$251K	Hold	6,209	–	–	0.04%	147
2024 Q3	$256K	Hold	6,209	–	–	0.04%	144
2024 Q2	$230K	Hold	6,209	–	–	0.04%	149
2024 Q1	$247K	Hold	6,209	–	–	0.05%	155
2023 Q4	$214K	Buy	+6,209	New	+$193K	0.04%	160
2023 Q1	–	Sell	-7,859	Closed	-$208K	–	167
2022 Q4	$208K	Buy	+7,859	New	+$206K	0.05%	154
2022 Q2	–	Sell	-7,859	Closed	-$222K	–	160
2022 Q1	$222K	Hold	7,859	–	–	0.05%	159
2021 Q4	$226K	Hold	7,859	–	–	0.05%	143
2021 Q3	$200K	Sell	7,859 -150	-2%	-$3.95K	0.04%	151
2021 Q2	$206K	Hold	8,009	–	–	0.05%	149
2021 Q1	$201K	Buy	+8,009	New	+$184K	0.05%	144
2020 Q2	–	Sell	-10,742	Closed	-$132K	–	143
2020 Q1	$132K	Sell	10,742 -1,129	-10%	-$17.9K	0.07%	91
2019 Q4	$211K	Buy	+11,871	New	+$202K	0.1%	90

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 $14.7B AUM 47% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Insight Partners's PAVE Position: Q4 2025 in Review

Capital Insight Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2025, closing a stake of 6,059 shares — an estimated $289K sold.

Capital Insight Partners first reported a position in PAVE in Q4 2019 and held it in 16 quarters. The position peaked at $289K in Q3 2025. 678 funds tracked by Wall St. Rank hold PAVE as of Q4 2025.

Capital Insight Partners reported no remaining Global X US Infrastructure Development ETF position as of Q4 2025 after selling out during the quarter.
Capital Insight Partners sold 6,059 Global X US Infrastructure Development ETF shares in Q4 2025, an estimated $289K.
Capital Insight Partners first reported a position in Global X US Infrastructure Development ETF in Q4 2019 and held it in 16 quarters.
Capital Insight Partners's Global X US Infrastructure Development ETF position peaked at $289K in Q3 2025.
678 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.