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

Gries Financial’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 		$214K Buy
+4,497
New +$207K 0.03% 304
2025
Q2 		– Sell
-14,091
Closed -$532K – 317
2025
Q1 		$532K Sell
14,091
-325
-2% -$13.2K 0.1% 158
2024
Q4 		$583K Buy
+14,416
New +$618K 0.1% 155

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gries Financial's PAVE Position: Q3 2025 in Review

Gries Financial opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q3 2025: 4,497 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings. This is a return to the name: Gries Financial previously reported a position in PAVE as recently as Q1 2025.

Gries Financial first reported a position in PAVE in Q4 2024 and has held it in 3 quarters since. The position peaked at $583K in Q4 2024. 619 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

  • Gries Financial held 4,497 shares of Global X US Infrastructure Development ETF worth $214K as of Q3 2025.
  • Global X US Infrastructure Development ETF was a new Gries Financial position in Q3 2025.
  • Global X US Infrastructure Development ETF made up 0.03% of Gries Financial's portfolio in Q3 2025, its #304 holding.
  • Gries Financial first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 3 quarters since.
  • Gries Financial's Global X US Infrastructure Development ETF position peaked at $583K in Q4 2024.
  • 619 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.