SMFG
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Sumitomo Mitsui Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Sumitomo Mitsui Financial Group’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 		$623K Sell
10,577
-772
-7% -$43.3K 0.01% 111
2026
Q1 		$577K Sell
11,349
-6,246
-35% -$325K 0.01% 106
2025
Q4 		$841K Sell
17,595
-3,110
-15% -$149K 0.01% 92
2025
Q3 		$986K Sell
20,705
-1,967
-9% -$90.5K 0.02% 90
2025
Q2 		$988K Sell
22,672
-6,503
-22% -$260K 0.02% 91
2025
Q1 		$1.1M Sell
29,175
-1,071
-4% -$43.4K 0.02% 85
2024
Q4 		$1.22M Sell
30,246
-1,677
-5% -$71.9K 0.02% 88
2024
Q3 		$1.31M Sell
31,923
-1,312
-4% -$50.4K 0.03% 86
2024
Q2 		$1.23M Sell
33,235
-904
-3% -$34.6K 0.04% 87
2024
Q1 		$1.36M Sell
34,139
-1,438
-4% -$52.1K 0.04% 87
2023
Q4 		$1.23M Sell
35,577
-2,326
-6% -$72.4K 0.04% 89
2023
Q3 		$1.15M Sell
37,903
-2,076
-5% -$65.5K 0.04% 89
2023
Q2 		$1.26M Sell
39,979
-3,670
-8% -$104K 0.04% 98
2023
Q1 		$1.23M Sell
43,649
-5,359
-11% -$152K 0.04% 101
2022
Q4 		$1.3M Sell
49,008
-5,957
-11% -$156K 0.05% 98
2022
Q3 		$1.27M Sell
54,965
-33,825
-38% -$849K 0.05% 111
2022
Q2 		$2.02M Sell
88,790
-58,443
-40% -$1.5M 0.06% 103
2022
Q1 		$4.17M Sell
147,233
-42,891
-23% -$1.17M 0.12% 81
2021
Q4 		$5.47M Sell
190,124
-10,225
-5% -$284K 0.16% 68
2021
Q3 		$5.09M Buy
200,349
+13,112
+7% +$346K 0.12% 72
2021
Q2 		$4.82M Buy
187,237
+80,166
+75% +$2.08M 0.11% 65
2021
Q1 		$2.68M Buy
107,071
+92,538
+637% +$2.13M 0.06% 75
2020
Q4 		$309K Buy
+14,533
New +$282K 0.01% 117

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

Sumitomo Mitsui Financial Group's PAVE Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 6.8% in Q2 2026, selling an estimated $43.3K and leaving 10,577 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #111.

Sumitomo Mitsui Financial Group first reported a position in PAVE in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.47M in Q4 2021. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 10,577 shares of Global X US Infrastructure Development ETF worth $623K as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 772 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $43.3K.
  • Global X US Infrastructure Development ETF made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #111 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 23 quarters since.
  • Sumitomo Mitsui Financial Group's Global X US Infrastructure Development ETF position peaked at $5.47M in Q4 2021.
  • 819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.