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

Triad Wealth Partners’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 		– Sell
-4,460
Closed -$213K – 505
2025
Q4 		$213K Buy
+4,460
New +$214K 0.02% 445

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Triad Wealth Partners's PAVE Position: Q1 2026 in Review

Triad Wealth Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2026, closing a stake of 4,460 shares — an estimated $213K sold.

Triad Wealth Partners first reported a position in PAVE in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Triad Wealth Partners reported no remaining Global X US Infrastructure Development ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 4,460 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $213K.
  • Triad Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Global X US Infrastructure Development ETF position peaked at $213K in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.