PP
PAVE icon

Patten & Patten’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Patten & Patten’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
Q4 		– Sell
-4,655
Closed -$222K – 351
2025
Q3 		$222K Hold
4,655
– – 0.01% 328
2025
Q2 		$203K Buy
+4,655
New +$186K 0.01% 316

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patten & Patten's PAVE Position: Q4 2025 in Review

Patten & Patten sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2025, closing a stake of 4,655 shares — an estimated $222K sold.

Patten & Patten first reported a position in PAVE in Q2 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 678 funds tracked by Wall St. Rank hold PAVE as of Q4 2025.

  • Patten & Patten reported no remaining Global X US Infrastructure Development ETF position as of Q4 2025 after selling out during the quarter.
  • Patten & Patten sold 4,655 Global X US Infrastructure Development ETF shares in Q4 2025, an estimated $222K.
  • Patten & Patten first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and held it in 2 quarters.
  • Patten & Patten's Global X US Infrastructure Development ETF position peaked at $222K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2025.

Based on Patten & Patten's 13F filing for Q4 2025, filed 3 Feb 2026.