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Envision Financial’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Envision Financial’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
Q4 		– Sell
-4,325
Closed -$206K – 43
2025
Q3 		$206K Sell
4,325
-8,393
-66% -$386K 0.12% 43
2025
Q2 		$554K Buy
+12,718
New +$509K 0.37% 36

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envision Financial's PAVE Position: Q4 2025 in Review

Envision Financial sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2025, closing a stake of 4,325 shares — an estimated $206K sold.

Envision Financial first reported a position in PAVE in Q2 2025 and held it in 2 quarters. The position peaked at $554K in Q2 2025. 678 funds tracked by Wall St. Rank hold PAVE as of Q4 2025.

  • Envision Financial reported no remaining Global X US Infrastructure Development ETF position as of Q4 2025 after selling out during the quarter.
  • Envision Financial sold 4,325 Global X US Infrastructure Development ETF shares in Q4 2025, an estimated $206K.
  • Envision Financial first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and held it in 2 quarters.
  • Envision Financial's Global X US Infrastructure Development ETF position peaked at $554K in Q2 2025.
  • 678 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2025.

Based on Envision Financial's 13F filing for Q4 2025, filed 7 Jan 2026.