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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
Q2 		$2.1M Buy
35,610
+2,149
+6% +$121K 0.02% 293
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
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

Moneta Group Investment Advisors's PAVE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 6.4% in Q2 2026, buying an estimated $121K and bringing the position to 35,610 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #293.

Moneta Group Investment Advisors first reported a position in PAVE in Q1 2023 and has held it in 14 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Moneta Group Investment Advisors held 35,610 shares of Global X US Infrastructure Development ETF worth $2.1M as of Q2 2026.
  • Moneta Group Investment Advisors bought 2,149 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $121K.
  • Global X US Infrastructure Development ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • Moneta Group Investment Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 14 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.