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Dumont & Blake Investment Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Dumont & Blake Investment Advisors’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 		$1.44M Sell
28,303
-1,235
-4% -$64.3K 0.36% 73
2025
Q4 		$1.41M Sell
29,538
-560
-2% -$26.9K 0.34% 76
2025
Q3 		$1.43M Sell
30,098
-139
-0.5% -$6.4K 0.35% 75
2025
Q2 		$1.32M Sell
30,237
-270
-0.9% -$10.8K 0.34% 76
2025
Q1 		$1.15M Sell
30,507
-83
-0.3% -$3.36K 0.32% 79
2024
Q4 		$1.24M Sell
30,590
-370
-1% -$15.9K 0.33% 77
2024
Q3 		$1.27M Sell
30,960
-31,339
-50% -$1.2M 0.34% 77
2024
Q2 		$2.31M Buy
62,299
+31,094
+100% +$1.19M 0.33% 81
2024
Q1 		$1.24M Sell
31,205
-343
-1% -$12.4K 0.36% 80
2023
Q4 		$1.09M Sell
31,548
-705
-2% -$21.9K 0.34% 82
2023
Q3 		$980K Sell
32,253
-319
-1% -$10.1K 0.33% 78
2023
Q2 		$1.02M Sell
32,572
-150
-0.5% -$4.26K 0.33% 81
2023
Q1 		$928K Sell
32,722
-72
-0.2% -$2.04K 0.31% 86
2022
Q4 		$869K Sell
32,794
-1,066
-3% -$27.9K 0.31% 86
2022
Q3 		$781K Sell
33,860
-384
-1% -$9.64K 0.29% 91
2022
Q2 		$780K Hold
34,244
– – 0.25% 103
2022
Q1 		$968K Buy
34,244
+396
+1% +$10.8K 0.26% 100
2021
Q4 		$974K Buy
33,848
+1,067
+3% +$29.7K 0.25% 105
2021
Q3 		$833K Buy
32,781
+1,311
+4% +$34.6K 0.24% 111
2021
Q2 		$810K Buy
31,470
+1,100
+4% +$28.6K 0.23% 113
2021
Q1 		$761K Buy
+30,370
New +$699K 0.23% 111

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

Dumont & Blake Investment Advisors's PAVE Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.2% in Q1 2026, selling an estimated $64.3K and leaving 28,303 shares worth $1.44M. The position accounts for 0.36% of the portfolio, ranked #73.

Dumont & Blake Investment Advisors first reported a position in PAVE in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.31M in Q2 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Dumont & Blake Investment Advisors held 28,303 shares of Global X US Infrastructure Development ETF worth $1.44M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 1,235 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $64.3K.
  • Global X US Infrastructure Development ETF made up 0.36% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • Dumont & Blake Investment Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 21 quarters since.
  • Dumont & Blake Investment Advisors's Global X US Infrastructure Development ETF position peaked at $2.31M in Q2 2024.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.