SVB Wealth’s Global X US Infrastructure Development ETF PAVE Stock Holding History

SVB Wealth’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 Q2	–	Sell	-343	Closed	-$12.9K	–	1271
2025 Q1	$12.9K	Buy	+343	New	+$13.9K	﹤0.01%	834
2022 Q2	–	Sell	-1,784	Closed	-$50K	–	816
2022 Q1	$50K	Hold	1,784	–	–	﹤0.01%	744
2021 Q4	$51K	Hold	1,784	–	–	﹤0.01%	762
2021 Q3	$45K	Hold	1,784	–	–	﹤0.01%	959
2021 Q2	$45K	Sell	1,784 -23,216	-93%	-$603K	﹤0.01%	945
2021 Q1	$627K	Buy	+25,000	New	+$575K	0.01%	461

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth's PAVE Position: Q2 2025 in Review

SVB Wealth sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2025, closing a stake of 343 shares — an estimated $12.9K sold.

SVB Wealth first reported a position in PAVE in Q1 2021 and held it in 6 quarters. The position peaked at $627K in Q1 2021. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

SVB Wealth reported no remaining Global X US Infrastructure Development ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 343 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $12.9K.
SVB Wealth first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and held it in 6 quarters.
SVB Wealth's Global X US Infrastructure Development ETF position peaked at $627K in Q1 2021.
606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.