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Park Square Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-2,815
Closed -$123K – 746
2025
Q2 		$123K Buy
2,815
+150
+6% +$6K 0.09% 170
2025
Q1 		$101K Sell
2,665
-60
-2% -$2.43K 0.08% 175
2024
Q4 		$110K Buy
+2,725
New +$117K 0.08% 166

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Park Square Financial Group's PAVE Position: Q3 2025 in Review

Park Square Financial Group sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2025, closing a stake of 2,815 shares — an estimated $123K sold.

Park Square Financial Group first reported a position in PAVE in Q4 2024 and held it in 3 quarters. The position peaked at $123K in Q2 2025. 619 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

  • Park Square Financial Group reported no remaining Global X US Infrastructure Development ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 2,815 Global X US Infrastructure Development ETF shares in Q3 2025, an estimated $123K.
  • Park Square Financial Group first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Global X US Infrastructure Development ETF position peaked at $123K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.