Sandbox Financial Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Sandbox Financial Partners’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	$242K	Buy	4,759 +14	+0.3%	+$729	0.07%	103
2025 Q4	$227K	Hold	4,745	–	–	0.06%	111
2025 Q3	$226K	Buy	4,745 +9	+0.2%	+$414	0.06%	111
2025 Q2	$206K	Buy	+4,736	New	+$189K	0.07%	117
2024 Q2	–	Sell	-6,051	Closed	-$241K	–	102
2024 Q1	$241K	Buy	+6,051	New	+$219K	0.1%	87
2023 Q3	–	Sell	-6,363	Closed	-$200K	–	92
2023 Q2	$200K	Buy	+6,363	New	+$181K	0.1%	89
2022 Q2	–	Sell	-10,064	Closed	-$285K	–	94
2022 Q1	$285K	Sell	10,064 -10,481	-51%	-$285K	0.16%	69
2021 Q4	$591K	Buy	20,545 +4,292	+26%	+$119K	0.37%	35
2021 Q3	$413K	Sell	16,253 -10,562	-39%	-$278K	0.29%	45
2021 Q2	$690K	Buy	26,815 +12,194	+83%	+$317K	0.51%	30
2021 Q1	$370K	Buy	+14,621	New	+$336K	0.3%	47

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

Sandbox Financial Partners's PAVE Position: Q1 2026 in Review

Sandbox Financial Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.3% in Q1 2026, buying an estimated $729 and bringing the position to 4,759 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #103.

Sandbox Financial Partners first reported a position in PAVE in Q1 2021 and has held it in 11 quarters since. The position peaked at $690K in Q2 2021. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Sandbox Financial Partners held 4,759 shares of Global X US Infrastructure Development ETF worth $242K as of Q1 2026.
Sandbox Financial Partners bought 14 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $729.
Global X US Infrastructure Development ETF made up 0.07% of Sandbox Financial Partners's portfolio in Q1 2026, its #103 holding.
Sandbox Financial Partners first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 11 quarters since.
Sandbox Financial Partners's Global X US Infrastructure Development ETF position peaked at $690K in Q2 2021.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.