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 $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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tyler-Stone Wealth Management's PAVE Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2025 at 8,666 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #226.

Tyler-Stone Wealth Management first reported a position in PAVE in Q4 2021 and has held it in 14 quarters since. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

Tyler-Stone Wealth Management held 8,666 shares of Global X US Infrastructure Development ETF worth $378K as of Q2 2025.
Tyler-Stone Wealth Management left its Global X US Infrastructure Development ETF share count unchanged in Q2 2025.
Global X US Infrastructure Development ETF made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #226 holding.
Tyler-Stone Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 14 quarters since.
606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.