SFS
PAVE icon

Symphony Financial Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Symphony Financial Services’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 		$10.6M Buy
208,658
+2,877
+1% +$150K 5.44% 4
2025
Q4 		$9.83M Buy
205,781
+5,290
+3% +$254K 5.04% 4
2025
Q3 		$9.55M Buy
200,491
+11,143
+6% +$513K 5.14% 6
2025
Q2 		$8.25M Buy
189,348
+2,581
+1% +$103K 4.93% 6
2025
Q1 		$7.05M Buy
186,767
+2,640
+1% +$107K 4.6% 8
2024
Q4 		$7.44M Buy
184,127
+1,282
+0.7% +$54.9K 5.98% 5
2024
Q3 		$7.5M Buy
182,845
+2,663
+1% +$102K 6.38% 4
2024
Q2 		$6.64M Buy
+180,182
New +$6.89M 5.7% 5

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Bank of Montreal
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return