Coppell Advisory Solutions’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Coppell Advisory Solutions’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	-205	Closed	-$8.29K	–	1402
2024 Q4	$8.29K	Hold	205	–	–	﹤0.01%	1174
2024 Q3	$8.4K	Sell	205 -64	-24%	-$2.46K	﹤0.01%	1134
2024 Q2	$9.96K	Buy	+269	New	+$10.3K	﹤0.01%	1004
2023 Q4	$4.65K	Sell	135 -33	-20%	-$1.03K	﹤0.01%	1117
2023 Q3	$4.45K	Buy	168 +36	+27%	+$1.14K	﹤0.01%	733
2023 Q2	$4.12K	Buy	+132	New	+$3.75K	﹤0.01%	886
2023 Q1	–	Sell	-168	Closed	-$4.45K	–	797
2022 Q4	$4.45K	Buy	+168	New	+$4.4K	﹤0.01%	736

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Coppell Advisory Solutions's PAVE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 205 shares — an estimated $8.29K sold.

Coppell Advisory Solutions first reported a position in PAVE in Q4 2022 and held it in 7 quarters. The position peaked at $9.96K in Q2 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

Coppell Advisory Solutions reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 205 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $8.29K.
Coppell Advisory Solutions first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Global X US Infrastructure Development ETF position peaked at $9.96K in Q2 2024.
584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.