Pinnacle Associates’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Pinnacle Associates’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	$563K	Buy	11,081 +1,200	+12%	+$62.5K	0.01%	637
2025 Q4	$472K	Hold	9,881	–	–	0.01%	665
2025 Q3	$471K	Hold	9,881	–	–	0.01%	650
2025 Q2	$431K	Sell	9,881 -64	-0.6%	-$2.56K	0.01%	660
2025 Q1	$375K	Buy	9,945 +412	+4%	+$16.7K	0.01%	671
2024 Q4	$385K	Buy	9,533 +2,363	+33%	+$101K	0.01%	658
2024 Q3	$247K	Sell	7,170 -775	-10%	-$29.8K	﹤0.01%	727
2024 Q2	$294K	Buy	7,945 +275	+4%	+$10.5K	﹤0.01%	694
2024 Q1	$305K	Buy	7,670 +500	+7%	+$18.1K	﹤0.01%	701
2023 Q4	$247K	Buy	7,170 +325	+5%	+$10.1K	﹤0.01%	737
2023 Q3	$208K	Buy	+6,845	New	+$216K	﹤0.01%	748

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 $20.6B AUM 59.59% 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

Pinnacle Associates's PAVE Position: Q1 2026 in Review

Pinnacle Associates increased its Global X US Infrastructure Development ETF (PAVE) stake by 12% in Q1 2026, buying an estimated $62.5K and bringing the position to 11,081 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #637.

Pinnacle Associates first reported a position in PAVE in Q3 2023 and has held it in 11 quarters since. 733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Pinnacle Associates held 11,081 shares of Global X US Infrastructure Development ETF worth $563K as of Q1 2026.
Pinnacle Associates bought 1,200 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $62.5K.
Global X US Infrastructure Development ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #637 holding.
Pinnacle Associates first reported a position in Global X US Infrastructure Development ETF in Q3 2023 and has held it in 11 quarters since.
733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.