Trask Adam Roland’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Trask Adam Roland’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	$15.2K	Buy	+300	New	+$15.6K	0.01%	157

Other funds holding PAVE

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Trask Adam Roland's PAVE Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q1 2026: 300 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings.

733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Trask Adam Roland held 300 shares of Global X US Infrastructure Development ETF worth $15.2K as of Q1 2026.
Global X US Infrastructure Development ETF was a new Trask Adam Roland position in Q1 2026.
Global X US Infrastructure Development ETF made up 0.01% of Trask Adam Roland's portfolio in Q1 2026, its #157 holding.
733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.