Mutual Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Mutual 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	$1.71M	Sell	33,558 -2,932	-8%	-$153K	0.04%	424
2025 Q4	$1.74M	Buy	36,490 +227	+0.6%	+$10.9K	0.04%	401
2025 Q3	$1.74M	Buy	36,263 +11,016	+44%	+$507K	0.04%	402
2025 Q2	$1.18M	Buy	25,247 +5,397	+27%	+$216K	0.03%	440
2025 Q1	$753K	Buy	19,850 +739	+4%	+$29.9K	0.02%	555
2024 Q4	$813K	Buy	19,111 +2,582	+16%	+$111K	0.02%	549
2024 Q3	$685K	Buy	16,529 +424	+3%	+$16.3K	0.02%	599
2024 Q2	$632K	Buy	16,105 +5,348	+50%	+$205K	0.02%	627
2024 Q1	$428K	Buy	10,757 +574	+6%	+$20.8K	0.01%	747
2023 Q4	$351K	Sell	10,183 -2,547	-20%	-$79.3K	0.01%	766
2023 Q3	$387K	Buy	+12,730	New	+$402K	0.02%	697

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

Mutual Advisors's PAVE Position: Q1 2026 in Review

Mutual Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 8% in Q1 2026, selling an estimated $153K and leaving 33,558 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #424.

Mutual Advisors first reported a position in PAVE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Mutual Advisors held 33,558 shares of Global X US Infrastructure Development ETF worth $1.71M as of Q1 2026.
Mutual Advisors sold 2,932 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $153K.
Global X US Infrastructure Development ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #424 holding.
Mutual Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2023 and has held it in 11 quarters since.
Mutual Advisors's Global X US Infrastructure Development ETF position peaked at $1.74M in Q4 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.