MassMutual Private Wealth & Trust’s Global X US Infrastructure Development ETF PAVE Stock Holding History

MassMutual Private Wealth & Trust’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	-700	Closed	-$28.3K	–	2449
2024 Q4	$28.3K	Buy	+700	New	+$30K	﹤0.01%	894
2023 Q3	–	Sell	-40	Closed	-$1.26K	–	2026
2023 Q2	$1.26K	Buy	+40	New	+$1.14K	﹤0.01%	1603

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

MassMutual Private Wealth & Trust's PAVE Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 700 shares — an estimated $28.3K sold.

MassMutual Private Wealth & Trust first reported a position in PAVE in Q2 2023 and held it in 2 quarters. The position peaked at $28.3K in Q4 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 700 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $28.3K.
MassMutual Private Wealth & Trust first reported a position in Global X US Infrastructure Development ETF in Q2 2023 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Global X US Infrastructure Development ETF position peaked at $28.3K in Q4 2024.
584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.