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Retirement Planning Group (New York)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Retirement Planning Group (New York)’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 		$6.02M Sell
118,537
-449
-0.4% -$23.4K 3.88% 5
2025
Q4 		$5.73M Buy
118,986
+3,137
+3% +$150K 3.91% 4
2025
Q3 		$5.52M Buy
115,849
+773
+0.7% +$35.6K 4.13% 4
2025
Q2 		$5.03M Buy
115,076
+2,465
+2% +$98.6K 4.42% 4
2025
Q1 		$4.25M Buy
112,611
+6,703
+6% +$272K 4.32% 4
2024
Q4 		$4.28M Buy
+105,908
New +$4.54M 4.71% 5

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return