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Morton Brown Family Wealth’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Morton Brown Family Wealth’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
-187
Closed -$7.56K – 346
2024
Q4 		$7.56K Hold
187
– – ﹤0.01% 189
2024
Q3 		$7.7K Buy
+187
New +$7.19K ﹤0.01% 181

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIBC Private Wealth Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morton Brown Family Wealth's PAVE Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 187 shares — an estimated $7.56K sold.

Morton Brown Family Wealth first reported a position in PAVE in Q3 2024 and held it in 2 quarters. The position peaked at $7.7K in Q3 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 187 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $7.56K.
  • Morton Brown Family Wealth first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Global X US Infrastructure Development ETF position peaked at $7.7K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.