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

Key Financial 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
2026 Q1	$45.3K	Sell	891 -68	-7%	-$3.54K	0.01%	551
2025 Q4	$45.8K	Hold	959	–	–	0.01%	541
2025 Q3	$45.7K	Hold	959	–	–	0.01%	540
2025 Q2	$41.8K	Buy	959 +203	+27%	+$8.12K	0.01%	535
2025 Q1	$28.5K	Hold	756	–	–	0.01%	584
2024 Q4	$30.6K	Buy	756 +650	+613%	+$27.9K	0.01%	567
2024 Q3	$4.36K	Hold	106	–	–	﹤0.01%	1003
2024 Q2	$3.92K	Hold	106	–	–	﹤0.01%	1016
2024 Q1	$4.22K	Hold	106	–	–	﹤0.01%	985
2023 Q4	$3.65K	Sell	106 -27	-20%	-$841	﹤0.01%	1017
2023 Q3	$4.04K	Buy	133 +27	+25%	+$852	﹤0.01%	976
2023 Q2	$3.33K	Hold	106	–	–	﹤0.01%	1085
2023 Q1	$3K	Hold	106	–	–	﹤0.01%	891
2022 Q4	$2.44K	Hold	106	–	–	﹤0.01%	919
2022 Q3	$2K	Hold	106	–	–	﹤0.01%	966
2022 Q2	$2K	Hold	106	–	–	﹤0.01%	951
2022 Q1	$3K	Hold	106	–	–	﹤0.01%	882
2021 Q4	$3K	Buy	+106	New	+$2.95K	﹤0.01%	787

Other funds holding PAVE

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Key Financial Inc's PAVE Position: Q1 2026 in Review

Key Financial Inc reduced its Global X US Infrastructure Development ETF (PAVE) stake by 7.1% in Q1 2026, selling an estimated $3.54K and leaving 891 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #551.

Key Financial Inc first reported a position in PAVE in Q4 2021 and has held it in 18 quarters since. The position peaked at $45.8K in Q4 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Key Financial Inc held 891 shares of Global X US Infrastructure Development ETF worth $45.3K as of Q1 2026.
Key Financial Inc sold 68 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $3.54K.
Global X US Infrastructure Development ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #551 holding.
Key Financial Inc first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 18 quarters since.
Key Financial Inc's Global X US Infrastructure Development ETF position peaked at $45.8K in Q4 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.