VBFG
PAVE icon

Vishria Bird Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Vishria Bird Financial 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
Q3 		$14.4M Sell
302,058
-1,296
-0.4% -$59.6K 2.82% 13
2025
Q2 		$13.2M Sell
303,354
-2,884
-0.9% -$115K 4.39% 8
2025
Q1 		$11.6M Sell
306,238
-4,805
-2% -$195K 3.93% 10
2024
Q4 		$12.6M Sell
311,043
-1,623
-0.5% -$69.5K 4.4% 9
2024
Q3 		$12.9M Sell
312,666
-961
-0.3% -$37K 4.88% 7
2024
Q2 		$11.6M Sell
313,627
-1,005
-0.3% -$38.4K 4.88% 8
2024
Q1 		$12.5M Sell
314,632
-1,148
-0.4% -$41.6K 5.36% 7
2023
Q4 		$10.9M Sell
315,780
-2,609
-0.8% -$81.2K 5.14% 7
2023
Q3 		$9.67M Hold
318,389
– – 5.48% 7
2023
Q2 		$10M Sell
318,389
-912
-0.3% -$25.9K 5.95% 6
2023
Q1 		$9.05M Sell
319,301
-25,963
-8% -$736K 5.79% 5
2022
Q4 		$9.15M Sell
345,264
-580
-0.2% -$15.2K 6.38% 4
2022
Q3 		$7.97M Buy
345,844
+808
+0.2% +$20.3K 5.37% 6
2022
Q2 		$7.86M Sell
345,036
-5,123
-1% -$131K 5.23% 7
2022
Q1 		$9.9M Buy
350,159
+1,795
+0.5% +$48.8K 5.47% 8
2021
Q4 		$10M Buy
348,364
+5,730
+2% +$159K 4.67% 9
2021
Q3 		$8.71M Buy
342,634
+13,305
+4% +$351K 4.57% 8
2021
Q2 		$8.48M Buy
+329,329
New +$8.56M 4.17% 8

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
LPL Financial
LPL Financial San Diego, California $377B 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vishria Bird Financial Group's PAVE Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.43% in Q3 2025, selling an estimated $59.6K and leaving 302,058 shares worth $14.4M. The position accounts for 2.82% of the portfolio, ranked #13.

Vishria Bird Financial Group first reported a position in PAVE in Q2 2021 and has held it in 18 quarters since. 618 funds tracked by Wall St. Rank hold PAVE as of Q3 2025.

  • Vishria Bird Financial Group held 302,058 shares of Global X US Infrastructure Development ETF worth $14.4M as of Q3 2025.
  • Vishria Bird Financial Group sold 1,296 Global X US Infrastructure Development ETF shares in Q3 2025, an estimated $59.6K.
  • Global X US Infrastructure Development ETF made up 2.82% of Vishria Bird Financial Group's portfolio in Q3 2025, its #13 holding.
  • Vishria Bird Financial Group first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 18 quarters since.
  • 618 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.