Foundations Investment Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Foundations 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
2025 Q4	–	Sell	-9,127	Closed	-$435K	–	1167
2025 Q3	$435K	Sell	9,127 -1,364	-13%	-$62.8K	0.01%	706
2025 Q2	$457K	Buy	+10,491	New	+$420K	0.01%	608
2024 Q2	–	Sell	-23,659	Closed	-$942K	–	786
2024 Q1	$942K	Sell	23,659 -3,696	-14%	-$134K	0.02%	330
2023 Q4	$963K	Buy	+27,355	New	+$852K	0.03%	314

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foundations Investment Advisors's PAVE Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2025, closing a stake of 9,127 shares — an estimated $435K sold.

Foundations Investment Advisors first reported a position in PAVE in Q4 2023 and held it in 4 quarters. The position peaked at $963K in Q4 2023. 678 funds tracked by Wall St. Rank hold PAVE as of Q4 2025.

Foundations Investment Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 9,127 Global X US Infrastructure Development ETF shares in Q4 2025, an estimated $435K.
Foundations Investment Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and held it in 4 quarters.
Foundations Investment Advisors's Global X US Infrastructure Development ETF position peaked at $963K in Q4 2023.
678 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.