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 – 1032
2021
Q3 		$376K Sell
14,800
-179,100
-92% -$4.72M 0.01% 680
2021
Q2 		$4.99M Buy
+193,900
New +$5.04M 0.07% 153

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lido Advisors's PAVE Position: Q2 2026 in Review

Lido Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 7.9% in Q2 2026, selling an estimated $352K and leaving 72,853 shares worth $4.3M. The position accounts for 0.01% of the portfolio, ranked #537.

Lido Advisors first reported a position in PAVE in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.08M in Q2 2021. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Lido Advisors held 72,853 shares of Global X US Infrastructure Development ETF worth $4.3M as of Q2 2026.
  • Lido Advisors sold 6,274 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $352K.
  • Global X US Infrastructure Development ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #537 holding.
  • Lido Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 21 quarters since.
  • Lido Advisors's Global X US Infrastructure Development ETF position peaked at $6.08M in Q2 2021.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.