West Branch Capital’s Global X US Infrastructure Development ETF PAVE Stock Holding History

West Branch Capital’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 Q1	–	Sell	-14	Closed	-$566	–	563
2024 Q4	$566	Buy	+14	New	+$600	﹤0.01%	428

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

West Branch Capital's PAVE Position: Q1 2025 in Review

West Branch Capital sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2025, closing a stake of 14 shares — an estimated $566 sold.

West Branch Capital first reported a position in PAVE in Q4 2024 and held it in 1 quarter. The position peaked at $566 in Q4 2024. 584 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

West Branch Capital reported no remaining Global X US Infrastructure Development ETF position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 14 Global X US Infrastructure Development ETF shares in Q1 2025, an estimated $566.
West Branch Capital first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and held it in 1 quarter.
West Branch Capital's Global X US Infrastructure Development ETF position peaked at $566 in Q4 2024.
584 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.