Lido Advisors
PAVE icon

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

Lido 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
2021
Q4 		– Sell
-14,800
Closed -$376K – 1031
2021
Q3 		$376K Sell
14,800
-179,100
-92% -$4.72M 0.01% 679
2021
Q2 		$4.99M Buy
+193,900
New +$5.04M 0.07% 152

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
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

Lido Advisors's PAVE Position: Q1 2026 in Review

Lido Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 89% in Q1 2026, buying an estimated $1.94M and bringing the position to 79,127 shares worth $4.02M. The position accounts for 0.01% of the portfolio, ranked #504.

Lido Advisors first reported a position in PAVE in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.08M in Q2 2021. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Lido Advisors held 79,127 shares of Global X US Infrastructure Development ETF worth $4.02M as of Q1 2026.
  • Lido Advisors bought 37,252 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $1.94M.
  • Global X US Infrastructure Development ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #504 holding.
  • Lido Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 20 quarters since.
  • Lido Advisors's Global X US Infrastructure Development ETF position peaked at $6.08M in Q2 2021.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.