IAM Advisory’s Global X US Infrastructure Development ETF PAVE Stock Holding History

IAM Advisory’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	-75,545	Closed	-$3.05M	–	105
2024 Q4	$3.05M	Sell	75,545 -2,637	-3%	-$113K	0.77%	20
2024 Q3	$3.22M	Sell	78,182 -2,783	-3%	-$107K	0.81%	19
2024 Q2	$3M	Buy	80,965 +382	+0.5%	+$14.6K	0.81%	18
2024 Q1	$3.21M	Buy	80,583 +74,408	+1,205%	+$2.69M	0.88%	18
2023 Q4	$213K	Buy	+6,175	New	+$192K	0.07%	90

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

IAM Advisory's PAVE Position: Q1 2025 in Review

IAM Advisory sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 75,545 shares — an estimated $3.05M sold.

IAM Advisory first reported a position in PAVE in Q4 2023 and held it in 5 quarters. The position peaked at $3.22M in Q3 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

IAM Advisory reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
IAM Advisory sold 75,545 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $3.05M.
IAM Advisory first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and held it in 5 quarters.
IAM Advisory's Global X US Infrastructure Development ETF position peaked at $3.22M in Q3 2024.
584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on IAM Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.