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 Q2	$177K	Hold	3,000	–	–	0.01%	403
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 $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

HIIFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Anchor Investment Management's PAVE Position: Q2 2026 in Review

Anchor Investment Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 3,000 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #403.

Anchor Investment Management first reported a position in PAVE in Q3 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Anchor Investment Management held 3,000 shares of Global X US Infrastructure Development ETF worth $177K as of Q2 2026.
Anchor Investment Management left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #403 holding.
Anchor Investment Management first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 8 quarters since.
821 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.