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 Q3	$559K	Sell	10,656 -425	-4%	-$23.7K	0.01%	652
2026 Q2	$653K	Hold	11,081	–	–	0.01%	630
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Pinnacle Associates's PAVE Position: Q3 2026 in Review

Pinnacle Associates reduced its Global X US Infrastructure Development ETF (PAVE) stake by 3.8% in Q3 2026, selling an estimated $23.7K and leaving 10,656 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #652.

Pinnacle Associates first reported a position in PAVE in Q3 2023 and has held it in 13 quarters since. The position peaked at $653K in Q2 2026. 341 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Pinnacle Associates held 10,656 shares of Global X US Infrastructure Development ETF worth $559K as of Q3 2026.
Pinnacle Associates sold 425 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $23.7K.
Global X US Infrastructure Development ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #652 holding.
Pinnacle Associates first reported a position in Global X US Infrastructure Development ETF in Q3 2023 and has held it in 13 quarters since.
Pinnacle Associates's Global X US Infrastructure Development ETF position peaked at $653K in Q2 2026.
341 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.