Anchor Investment Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Anchor Investment Management’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
2026 Q1	$152K	Sell	3,000 -400	-12%	-$20.8K	0.01%	418
2025 Q4	$162K	Hold	3,400	–	–	0.01%	413
2025 Q3	$162K	Hold	3,400	–	–	0.01%	415
2025 Q2	$148K	Hold	3,400	–	–	0.01%	416
2025 Q1	$128K	Hold	3,400	–	–	0.01%	425
2024 Q4	$137K	Hold	3,400	–	–	0.01%	419
2024 Q3	$140K	Buy	+3,400	New	+$131K	0.01%	418

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Anchor Investment Management's PAVE Position: Q1 2026 in Review

Anchor Investment Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 12% in Q1 2026, selling an estimated $20.8K and leaving 3,000 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #418.

Anchor Investment Management first reported a position in PAVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $162K in Q4 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Anchor Investment Management held 3,000 shares of Global X US Infrastructure Development ETF worth $152K as of Q1 2026.
Anchor Investment Management sold 400 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $20.8K.
Global X US Infrastructure Development ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #418 holding.
Anchor Investment Management first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 7 quarters since.
Anchor Investment Management's Global X US Infrastructure Development ETF position peaked at $162K in Q4 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.