PAVE — GLOBAL X FDS

Ownership history in Evolution Wealth Advisors, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in GLOBAL X FDS (PAVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.96% (2024 Q1)
Avg. % of fund
4.62%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 603,680 -177 -0.0% 2.91% $28.8M $47.79
2025 Q3 ADDED 603,857 +6,509 +1.1% 3.86% $28.8M $47.31
2025 Q2 REDUCED 597,348 -163,198 -21.5% 3.81% $26.0M $43.29
2025 Q1 REDUCED 760,546 -10,298 -1.3% 4.79% $28.7M $37.38
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PAVE price (monthly, adj. close)

Other funds also holding PAVE

As of 2025 Q4 — sorted by position size

WADDELL & ASSOCIATES, LLC 3Y 6.18% Moss Adams Wealth Advisors LLC 6.15% 360 Financial, Inc. 3Y 5.62% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 5.19% Symphony Financial Services, Inc. 5.04% Sage Capital Management, LLC 4.7% WASHINGTON GROWTH STRATEGIES LLC 3.94% Strive Asset Management, LLC 3.87% THRYVE WEALTH MANAGEMENT LLC 3.72% Copley Financial Group, Inc. 3.72%
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