Carolinas Wealth Consulting’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-119	Closed	-$4.49K	–	670
2025 Q1	$4.49K	Hold	119	–	–	﹤0.01%	627
2024 Q4	$4.83K	Hold	119	–	–	﹤0.01%	649
2024 Q3	$4.9K	Buy	+119	New	+$4.58K	﹤0.01%	665
2023 Q3	–	Sell	-2,049	Closed	-$64.6K	–	1091
2023 Q2	$64.6K	Hold	2,049	–	–	0.01%	316
2023 Q1	$58.1K	Buy	2,049 +11	+0.5%	+$312	0.01%	334
2022 Q4	$54.3K	Hold	2,038	–	–	0.01%	345
2022 Q3	$47K	Buy	2,038 +7	+0.3%	+$176	0.01%	334
2022 Q2	$46K	Hold	2,031	–	–	0.01%	342
2022 Q1	$57K	Buy	2,031 +7	+0.3%	+$190	0.01%	332
2021 Q4	$58K	Sell	2,024 -1	-0%	-$28	0.01%	344
2021 Q3	$51K	Buy	2,025 +4	+0.2%	+$105	0.01%	341
2021 Q2	$52K	Hold	2,021	–	–	0.01%	361
2021 Q1	$51K	Buy	+2,021	New	+$46.5K	0.01%	355
2020 Q4	–	Sell	-156	Closed	-$3K	–	987
2020 Q3	$3K	Buy	+156	New	+$2.57K	﹤0.01%	646

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's PAVE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2025, closing a stake of 119 shares — an estimated $4.49K sold.

Carolinas Wealth Consulting first reported a position in PAVE in Q3 2020 and held it in 14 quarters. The position peaked at $64.6K in Q2 2023. 605 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Global X US Infrastructure Development ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 119 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $4.49K.
Carolinas Wealth Consulting first reported a position in Global X US Infrastructure Development ETF in Q3 2020 and held it in 14 quarters.
Carolinas Wealth Consulting's Global X US Infrastructure Development ETF position peaked at $64.6K in Q2 2023.
605 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.