SWIM
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Smallwood Wealth Investment Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q3 		– Sell
-25
Closed -$1.09K – 568
2025
Q2 		$1.09K Buy
+25
New +$1K ﹤0.01% 448

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 $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smallwood Wealth Investment Management's PAVE Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2025, closing a stake of 25 shares — an estimated $1.09K sold.

Smallwood Wealth Investment Management first reported a position in PAVE in Q2 2025 and held it in 1 quarter. The position peaked at $1.09K in Q2 2025. 618 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Global X US Infrastructure Development ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 25 Global X US Infrastructure Development ETF shares in Q3 2025, an estimated $1.09K.
  • Smallwood Wealth Investment Management first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Global X US Infrastructure Development ETF position peaked at $1.09K in Q2 2025.
  • 618 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.