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Wolf Group Capital Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Wolf Group Capital Advisors’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 		$6.35M Buy
+168,260
New +$6.82M 2.13% 10

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wolf Group Capital Advisors's PAVE Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q1 2025: 168,260 shares worth $6.35M. The stake represents 2.13% of the portfolio and ranks #10 among its holdings.

582 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

  • Wolf Group Capital Advisors held 168,260 shares of Global X US Infrastructure Development ETF worth $6.35M as of Q1 2025.
  • Global X US Infrastructure Development ETF was a new Wolf Group Capital Advisors position in Q1 2025.
  • Global X US Infrastructure Development ETF made up 2.13% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #10 holding.
  • 582 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.