Means Investment Company’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Means Investment Company’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	$231K	Buy	4,539 +5	+0.1%	+$260	0.02%	180
2025 Q4	$217K	Hold	4,534	–	–	0.02%	177
2025 Q3	$216K	Buy	+4,534	New	+$209K	0.02%	184
2025 Q2	–	Sell	-6,314	Closed	-$238K	–	199
2025 Q1	$238K	Sell	6,314 -832	-12%	-$33.7K	0.03%	176
2024 Q4	$289K	Sell	7,146 -37	-0.5%	-$1.58K	0.03%	163
2024 Q3	$296K	Sell	7,183 -34	-0.5%	-$1.31K	0.03%	168
2024 Q2	$267K	Sell	7,217 -37	-0.5%	-$1.42K	0.03%	165
2024 Q1	$289K	Sell	7,254 -237	-3%	-$8.58K	0.04%	162
2023 Q4	$258K	Sell	7,491 -236	-3%	-$7.35K	0.04%	175
2023 Q3	$235K	Buy	7,727 +238	+3%	+$7.51K	0.04%	181
2023 Q2	$235K	Hold	7,489	–	–	0.04%	181
2023 Q1	$212K	Buy	+7,489	New	+$212K	0.04%	187
2022 Q2	–	Sell	-7,483	Closed	-$212K	–	198
2022 Q1	$212K	Buy	7,483 +2	+0%	+$54	0.04%	188
2021 Q4	$215K	Buy	+7,481	New	+$208K	0.04%	183

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 $20.6B AUM 59.59% 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

Means Investment Company's PAVE Position: Q1 2026 in Review

Means Investment Company increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.11% in Q1 2026, buying an estimated $260 and bringing the position to 4,539 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #180.

Means Investment Company first reported a position in PAVE in Q4 2021 and has held it in 14 quarters since. The position peaked at $296K in Q3 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Means Investment Company held 4,539 shares of Global X US Infrastructure Development ETF worth $231K as of Q1 2026.
Means Investment Company bought 5 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $260.
Global X US Infrastructure Development ETF made up 0.02% of Means Investment Company's portfolio in Q1 2026, its #180 holding.
Means Investment Company first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 14 quarters since.
Means Investment Company's Global X US Infrastructure Development ETF position peaked at $296K in Q3 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.