PAVE β€” GLOBAL X FDS

Ownership history in HBW ADVISORY SERVICES LLC  Β·  19 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported GLOBAL X FDS (PAVE) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.18% in 2024 Q3. The latest visible filing shows PAVE at 1.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PAVE was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HBW ADVISORY SERVICES LLC held PAVE β€” position size vs. price
% of Fund (quarterly)    PAVE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 352,975 -8,199 -2.3% 1.83% $16.9M 2026-02-14 (Est.) $55.12
2025 Q3 REDUCED 361,174 -5,273 -1.4% 1.94% $17.2M 2025-10-16 $46.94
2025 Q2 REDUCED 366,447 -30,878 -7.8% 1.97% $16.0M 2025-07-02 $44.19
2025 Q1 ADDED 397,325 +34,543 +9.5% 2.13% $15.0M 2025-04-09 $36.62
2024 Q4 ADDED 362,782 +524 +0.1% 1.50% $14.7M 2025-01-10 $39.69
2024 Q3 ADDED 362,258 +206,101 +132.0% 2.18% $14.9M 2024-10-04 $40.50
2024 Q2 REDUCED 156,157 -6,168 -3.8% 0.96% $5.8M 2024-07-05 $36.14
2024 Q1 UNCHANGED 162,325 β€” 0% 1.05% $5.6M 2024-04-19 $36.74
2023 Q4 ADDED 162,325 +5,000 +3.2% 1.05% $5.6M 2024-01-16 $32.97
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PAVE

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 1.88% Aspect Partners, LLC 0.0%

FAQ About HBW ADVISORY SERVICES LLC and PAVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBW ADVISORY SERVICES LLC reported owning PAVE?

HBW ADVISORY SERVICES LLC reported PAVE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PAVE position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for PAVE was 2.18% in 2024 Q3.

What is the latest reported PAVE position on this page?

The most recent filing on this page is 2025 Q4, when HBW ADVISORY SERVICES LLC reported 352,975 shares, equal to 1.83% of portfolio, with an estimated market value of $16.9M.

What does the chart on this PAVE ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly PAVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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