Moneta Group Investment Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Moneta Group Investment 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
2026 Q1	$1.7M	Sell	33,461 -2,387	-7%	-$124K	0.01%	289
2025 Q4	$1.71M	Sell	35,848 -331	-0.9%	-$15.9K	0.01%	284
2025 Q3	$1.72M	Sell	36,179 -3,334	-8%	-$153K	0.01%	277
2025 Q2	$1.72M	Buy	39,513 +5,936	+18%	+$237K	0.02%	242
2025 Q1	$1.27M	Buy	33,577 +24,842	+284%	+$1.01M	0.02%	259
2024 Q4	$353K	Buy	8,735 +888	+11%	+$38K	﹤0.01%	498
2024 Q3	$323K	Buy	7,847 +525	+7%	+$20.2K	﹤0.01%	499
2024 Q2	$271K	Buy	7,322 +499	+7%	+$19.1K	﹤0.01%	519
2024 Q1	$272K	Sell	6,823 -1,453	-18%	-$52.6K	﹤0.01%	516
2023 Q4	$285K	Buy	8,276 +102	+1%	+$3.17K	0.01%	454
2023 Q3	$248K	Sell	8,174 -21	-0.3%	-$663	0.01%	441
2023 Q2	$258K	Buy	8,195 +16	+0.2%	+$454	0.01%	453
2023 Q1	$232K	Buy	+8,179	New	+$232K	0.01%	469

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 $14.7B AUM 47% 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

Moneta Group Investment Advisors's PAVE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 6.7% in Q1 2026, selling an estimated $124K and leaving 33,461 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #289.

Moneta Group Investment Advisors first reported a position in PAVE in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.72M in Q3 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Moneta Group Investment Advisors held 33,461 shares of Global X US Infrastructure Development ETF worth $1.7M as of Q1 2026.
Moneta Group Investment Advisors sold 2,387 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $124K.
Global X US Infrastructure Development ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #289 holding.
Moneta Group Investment Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 13 quarters since.
Moneta Group Investment Advisors's Global X US Infrastructure Development ETF position peaked at $1.72M in Q3 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.