FAIM
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Financial Advocates Investment Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Financial Advocates Investment Management’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
-81,553
Closed -$3.55M – 420
2025
Q2 		$3.55M Sell
81,553
-180,723
-69% -$7.23M 0.29% 78
2025
Q1 		$9.9M Buy
262,276
+395
+0.2% +$16K 0.69% 31
2024
Q4 		$10.6M Sell
261,881
-2,886
-1% -$124K 0.6% 33
2024
Q3 		$10.9M Buy
264,767
+4,434
+2% +$170K 0.62% 32
2024
Q2 		$9.64M Buy
260,333
+20,187
+8% +$772K 0.6% 32
2024
Q1 		$9.24M Buy
240,146
+38,764
+19% +$1.4M 0.53% 40
2023
Q4 		$6.94M Buy
201,382
+11,853
+6% +$369K 0.45% 54
2023
Q3 		$5.92M Buy
189,529
+30,287
+19% +$956K 0.43% 57
2023
Q2 		$5.01M Buy
159,242
+4,715
+3% +$134K 0.36% 69
2023
Q1 		$4.38M Buy
154,527
+37,696
+32% +$1.07M 0.31% 75
2022
Q4 		$3.09M Sell
116,831
-11,311
-9% -$296K 0.23% 107
2022
Q3 		$3.01M Sell
128,142
-3,536
-3% -$88.8K 0.25% 108
2022
Q2 		$3M Buy
131,678
+2,569
+2% +$65.8K 0.24% 108
2022
Q1 		$3.65M Buy
129,109
+2,162
+2% +$58.8K 0.24% 104
2021
Q4 		$3.67M Sell
126,947
-58,910
-32% -$1.64M 0.23% 108
2021
Q3 		$4.72M Buy
185,857
+2,327
+1% +$61.3K 0.32% 74
2021
Q2 		$4.89M Buy
183,530
+49,155
+37% +$1.28M 0.33% 64
2021
Q1 		$3.37M Sell
134,375
-12,024
-8% -$277K 0.24% 92
2020
Q4 		$3.1M Buy
+146,399
New +$2.84M 0.21% 103

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 $304B AUM 35.64% 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 $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
JP Morgan Chase New York $1.81T AUM 41.13% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's PAVE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2025, closing a stake of 81,553 shares — an estimated $3.55M sold.

Financial Advocates Investment Management first reported a position in PAVE in Q4 2020 and held it in 19 quarters. The position peaked at $10.9M in Q3 2024. 618 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Global X US Infrastructure Development ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 81,553 Global X US Infrastructure Development ETF shares in Q3 2025, an estimated $3.55M.
  • Financial Advocates Investment Management first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and held it in 19 quarters.
  • Financial Advocates Investment Management's Global X US Infrastructure Development ETF position peaked at $10.9M in Q3 2024.
  • 618 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.