Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TSWM
Tyler-Stone Wealth Management’s
Global X US Infrastructure Development ETF
PAVE
Stock Holding History
Tyler-Stone Wealth Management’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
$378K
Hold
8,666
–
–
0.06%
226
2025
Q1
$327K
Hold
8,666
–
–
0.06%
242
2024
Q4
$350K
Sell
8,666
-380
-4%
-$16.3K
0.06%
235
2024
Q3
$372K
Buy
9,046
+4,523
+100%
+$174K
0.07%
221
2024
Q2
$167K
Hold
4,523
–
–
0.07%
215
2024
Q1
$180K
Sell
4,523
-60
-1%
-$2.17K
0.08%
205
2023
Q4
$158K
Hold
4,583
–
–
0.08%
201
2023
Q3
$139K
Hold
4,583
–
–
0.08%
200
2023
Q2
$144K
Buy
+4,583
New
+$130K
0.08%
198
2022
Q4
$121K
Hold
4,583
–
–
0.08%
210
2022
Q3
$106K
Hold
4,583
–
–
0.08%
213
2022
Q2
$104K
Hold
4,583
–
–
0.07%
231
2022
Q1
$130K
Hold
4,583
–
–
0.07%
227
2021
Q4
$132K
Buy
+4,583
New
+$127K
0.07%
235
Other funds holding PAVE
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
CIBC Private Wealth Group
Atlanta, Georgia
$59.2B AUM
20.62%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CI
Clal Insurance
Tel-Aviv, Israel
$16.5B AUM
68.34%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close