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

Financial Counselors Inc’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 Q2	–	Sell	-21,409	Closed	-$808K	–	390
2025 Q1	$808K	Sell	21,409 -1,983	-8%	-$80.4K	0.01%	354
2024 Q4	$945K	Sell	23,392 -737	-3%	-$31.6K	0.01%	334
2024 Q3	$993K	Sell	24,129 -1,066	-4%	-$41K	0.01%	347
2024 Q2	$933K	Buy	25,195 +18,424	+272%	+$705K	0.02%	328
2024 Q1	$270K	Buy	+6,771	New	+$245K	﹤0.01%	517

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Financial Counselors Inc's PAVE Position: Q2 2025 in Review

Financial Counselors Inc sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2025, closing a stake of 21,409 shares — an estimated $808K sold.

Financial Counselors Inc first reported a position in PAVE in Q1 2024 and held it in 5 quarters. The position peaked at $993K in Q3 2024. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

Financial Counselors Inc reported no remaining Global X US Infrastructure Development ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 21,409 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $808K.
Financial Counselors Inc first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and held it in 5 quarters.
Financial Counselors Inc's Global X US Infrastructure Development ETF position peaked at $993K in Q3 2024.
606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.