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Sequoia Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Sequoia Financial 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
Q2 		$935K Hold
15,861
– – ﹤0.01% 987
2026
Q1 		$806K Sell
15,861
-228
-1% -$11.9K ﹤0.01% 995
2025
Q4 		$769K Sell
16,089
-312
-2% -$15K ﹤0.01% 1029
2025
Q3 		$781K Sell
16,401
-1,560
-9% -$71.8K ﹤0.01% 911
2025
Q2 		$783K Buy
17,961
+225
+1% +$9K 0.01% 793
2025
Q1 		$669K Sell
17,736
-691
-4% -$28K 0.01% 751
2024
Q4 		$745K Sell
18,427
-1,312
-7% -$56.2K 0.01% 674
2024
Q3 		$812K Buy
19,739
+422
+2% +$16.2K 0.01% 604
2024
Q2 		$715K Sell
19,317
-9
-0% -$344 0.01% 575
2024
Q1 		$769K Sell
19,326
-773
-4% -$28K 0.01% 551
2023
Q4 		$693K Buy
20,099
+2,402
+14% +$74.8K 0.01% 640
2023
Q3 		$538K Buy
17,697
+73
+0.4% +$2.31K 0.01% 498
2023
Q2 		$554K Buy
17,624
+863
+5% +$24.5K 0.01% 498
2023
Q1 		$475K Sell
16,761
-3
-0% -$85 0.01% 474
2022
Q4 		$444K Buy
16,764
+2,308
+16% +$60.5K 0.01% 464
2022
Q3 		$333K Sell
14,456
-198
-1% -$4.97K 0.01% 360
2022
Q2 		$334K Sell
14,654
-2,338
-14% -$59.9K 0.01% 410
2022
Q1 		$480K Buy
+16,992
New +$462K 0.01% 368

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sequoia Financial Advisors's PAVE Position: Q2 2026 in Review

Sequoia Financial Advisors held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 15,861 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Sequoia Financial Advisors first reported a position in PAVE in Q1 2022 and has held it in 18 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Sequoia Financial Advisors held 15,861 shares of Global X US Infrastructure Development ETF worth $935K as of Q2 2026.
  • Sequoia Financial Advisors left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #987 holding.
  • Sequoia Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 18 quarters since.
  • 819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.