Comprehensive Money Management Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Comprehensive Money Management Services’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	$1.51M	Sell	29,684 -793	-3%	-$41.3K	0.99%	23
2025 Q4	$1.46M	Sell	30,477 -150	-0.5%	-$7.19K	1%	25
2025 Q3	$1.46M	Sell	30,627 -881	-3%	-$40.5K	1.03%	22
2025 Q2	$1.37M	Sell	31,508 -555	-2%	-$22.2K	1.04%	22
2025 Q1	$1.21M	Sell	32,063 -1,250	-4%	-$50.7K	0.98%	26
2024 Q4	$1.35M	Buy	+33,313	New	+$1.43M	1.11%	22

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Comprehensive Money Management Services's PAVE Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Global X US Infrastructure Development ETF (PAVE) stake by 2.6% in Q1 2026, selling an estimated $41.3K and leaving 29,684 shares worth $1.51M. The position accounts for 0.99% of the portfolio, ranked #23.

Comprehensive Money Management Services first reported a position in PAVE in Q4 2024 and has held it in 6 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Comprehensive Money Management Services held 29,684 shares of Global X US Infrastructure Development ETF worth $1.51M as of Q1 2026.
Comprehensive Money Management Services sold 793 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $41.3K.
Global X US Infrastructure Development ETF made up 0.99% of Comprehensive Money Management Services's portfolio in Q1 2026, its #23 holding.
Comprehensive Money Management Services first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 6 quarters since.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.