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Marshall & Sterling Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		– Sell
-26
Closed -$981 – 670
2025
Q1 		$981 Buy
+26
New +$1.05K ﹤0.01% 586

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Marshall & Sterling Wealth Advisors's PAVE Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2025, closing a stake of 26 shares — an estimated $981 sold.

Marshall & Sterling Wealth Advisors first reported a position in PAVE in Q1 2025 and held it in 1 quarter. The position peaked at $981 in Q1 2025. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 26 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $981.
  • Marshall & Sterling Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $981 in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.