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

Goldstein 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 Q1	–	Sell	-155,132	Closed	-$6.27M	–	210
2024 Q4	$6.27M	Sell	155,132 -5,940	-4%	-$255K	0.91%	19
2024 Q3	$6.63M	Buy	+161,072	New	+$6.19M	1.01%	18

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Goldstein Advisors's PAVE Position: Q1 2025 in Review

Goldstein Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 155,132 shares — an estimated $6.27M sold.

Goldstein Advisors first reported a position in PAVE in Q3 2024 and held it in 2 quarters. The position peaked at $6.63M in Q3 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

Goldstein Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
Goldstein Advisors sold 155,132 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $6.27M.
Goldstein Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and held it in 2 quarters.
Goldstein Advisors's Global X US Infrastructure Development ETF position peaked at $6.63M in Q3 2024.
584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on Goldstein Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.