Sage Mountain Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Sage Mountain Advisors’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	$853K	Hold	16,793	–	–	0.06%	105
2025 Q4	$803K	Hold	16,793	–	–	0.04%	196
2025 Q3	$800K	Hold	16,793	–	–	0.05%	196
2025 Q2	$732K	Sell	16,793 -540	-3%	-$21.6K	0.05%	184
2025 Q1	$654K	Buy	17,333 +540	+3%	+$21.9K	0.05%	181
2024 Q4	$679K	Hold	16,793	–	–	0.05%	165
2024 Q3	$691K	Hold	16,793	–	–	0.06%	152
2024 Q2	$622K	Buy	16,793 +162	+1%	+$6.2K	0.06%	147
2024 Q1	$662K	Buy	16,631 +103	+0.6%	+$3.73K	0.07%	125
2023 Q4	$570K	Hold	16,528	–	–	0.07%	121
2023 Q3	$502K	Hold	16,528	–	–	0.07%	114
2023 Q2	$519K	Hold	16,528	–	–	0.07%	107
2023 Q1	$469K	Hold	16,528	–	–	0.08%	107
2022 Q4	$438K	Sell	16,528 -5,323	-24%	-$139K	0.1%	80
2022 Q3	$504K	Hold	21,851	–	–	0.13%	67
2022 Q2	$498K	Hold	21,851	–	–	0.09%	219
2022 Q1	$618K	Hold	21,851	–	–	0.1%	221
2021 Q4	$629K	Hold	21,851	–	–	0.08%	254
2021 Q3	$555K	Buy	+21,851	New	+$576K	0.08%	234

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 $14.7B AUM 47% 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

Sage Mountain Advisors's PAVE Position: Q1 2026 in Review

Sage Mountain Advisors held its Global X US Infrastructure Development ETF (PAVE) position steady in Q1 2026 at 16,793 shares worth $853K. The position accounts for 0.06% of the portfolio, ranked #105.

Sage Mountain Advisors first reported a position in PAVE in Q3 2021 and has held it in 19 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Sage Mountain Advisors held 16,793 shares of Global X US Infrastructure Development ETF worth $853K as of Q1 2026.
Sage Mountain Advisors left its Global X US Infrastructure Development ETF share count unchanged in Q1 2026.
Global X US Infrastructure Development ETF made up 0.06% of Sage Mountain Advisors's portfolio in Q1 2026, its #105 holding.
Sage Mountain Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 19 quarters since.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.