Turning Point Benefit Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Turning Point Benefit 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
2025 Q4	–	Sell	-67	Closed	-$3.19K	–	893
2025 Q3	$3.19K	Buy	+67	New	+$3.08K	﹤0.01%	261

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Turning Point Benefit Group's PAVE Position: Q4 2025 in Review

Turning Point Benefit Group sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2025, closing a stake of 67 shares — an estimated $3.19K sold.

Turning Point Benefit Group first reported a position in PAVE in Q3 2025 and held it in 1 quarter. The position peaked at $3.19K in Q3 2025. 679 funds tracked by Wall St. Rank hold PAVE as of Q4 2025.

Turning Point Benefit Group reported no remaining Global X US Infrastructure Development ETF position as of Q4 2025 after selling out during the quarter.
Turning Point Benefit Group sold 67 Global X US Infrastructure Development ETF shares in Q4 2025, an estimated $3.19K.
Turning Point Benefit Group first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and held it in 1 quarter.
Turning Point Benefit Group's Global X US Infrastructure Development ETF position peaked at $3.19K in Q3 2025.
679 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.