EverSource Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

EverSource Wealth 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
2025 Q3	–	Sell	-659	Closed	-$28.7K	–	4437
2025 Q2	$28.7K	Hold	659	–	–	﹤0.01%	2011
2025 Q1	$24.9K	Sell	659 -12,302	-95%	-$499K	﹤0.01%	1577
2024 Q4	$524K	Buy	12,961 +2,514	+24%	+$108K	0.03%	359
2024 Q3	$430K	Sell	10,447 -232	-2%	-$8.92K	0.03%	361
2024 Q2	$427K	Sell	10,679 -31,635	-75%	-$1.21M	0.03%	348
2024 Q1	$1.59M	Buy	42,314 +27,756	+191%	+$1M	0.12%	139
2023 Q4	$502K	Sell	14,558 -1,676	-10%	-$52.2K	0.05%	245
2023 Q3	$493K	Buy	16,234 +8,578	+112%	+$271K	0.05%	231
2023 Q2	$241K	Sell	7,656 -90,851	-92%	-$2.58M	0.03%	359
2023 Q1	$2.79M	Buy	+98,507	New	+$2.79M	0.35%	74

Other funds holding PAVE

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's PAVE Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2025, closing a stake of 659 shares — an estimated $28.7K sold.

EverSource Wealth Advisors first reported a position in PAVE in Q1 2023 and held it in 10 quarters. The position peaked at $2.79M in Q1 2023. 619 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

EverSource Wealth Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 659 Global X US Infrastructure Development ETF shares in Q3 2025, an estimated $28.7K.
EverSource Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and held it in 10 quarters.
EverSource Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $2.79M in Q1 2023.
619 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.