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Custom Index Systems’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Custom Index Systems’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 		$1.05M Sell
20,682
-8,850
-30% -$461K 0.46% 54
2025
Q4 		$1.41M Sell
29,532
-8,803
-23% -$422K 0.62% 36
2025
Q3 		$1.83M Buy
+38,335
New +$1.76M 0.54% 48

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

Custom Index Systems's PAVE Position: Q1 2026 in Review

Custom Index Systems reduced its Global X US Infrastructure Development ETF (PAVE) stake by 30% in Q1 2026, selling an estimated $461K and leaving 20,682 shares worth $1.05M. The position accounts for 0.46% of the portfolio, ranked #54.

Custom Index Systems first reported a position in PAVE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q3 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Custom Index Systems held 20,682 shares of Global X US Infrastructure Development ETF worth $1.05M as of Q1 2026.
  • Custom Index Systems sold 8,850 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $461K.
  • Global X US Infrastructure Development ETF made up 0.46% of Custom Index Systems's portfolio in Q1 2026, its #54 holding.
  • Custom Index Systems first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 3 quarters since.
  • Custom Index Systems's Global X US Infrastructure Development ETF position peaked at $1.83M in Q3 2025.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.