AWA
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Arkadios Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Arkadios Wealth 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
2026
Q1 		$2.07M Buy
40,656
+17,644
+77% +$919K 0.03% 497
2025
Q4 		$1.1M Buy
23,012
+23
+0.1% +$1.1K 0.02% 657
2025
Q3 		$1.09M Buy
22,989
+1,241
+6% +$57.1K 0.03% 604
2025
Q2 		$948K Sell
21,748
-5,982
-22% -$239K 0.03% 591
2025
Q1 		$1.05M Buy
27,730
+2,232
+9% +$90.5K 0.04% 444
2024
Q4 		$1.03M Buy
25,498
+5,362
+27% +$230K 0.06% 328
2024
Q3 		$829K Buy
20,136
+4,815
+31% +$185K 0.05% 374
2024
Q2 		$567K Buy
15,321
+4,419
+41% +$169K 0.04% 430
2024
Q1 		$434K Buy
10,902
+28
+0.3% +$1.01K 0.03% 415
2023
Q4 		$375K Buy
10,874
+1,976
+22% +$61.5K 0.03% 453
2023
Q3 		$270K Buy
8,898
+16
+0.2% +$505 0.03% 527
2023
Q2 		$279K Hold
8,882
– – 0.03% 468
2023
Q1 		$252K Buy
8,882
+31
+0.4% +$878 0.03% 486
2022
Q4 		$234K Buy
+8,851
New +$232K 0.03% 472
2021
Q4 		– Sell
-3,292
Closed -$83K – 1404
2021
Q3 		$83K Buy
3,292
+100
+3% +$2.64K 0.01% 731
2021
Q2 		$82K Buy
3,192
+2,372
+289% +$61.7K 0.01% 784
2021
Q1 		$20K Buy
820
+720
+720% +$16.6K ﹤0.01% 971
2020
Q4 		$2K Buy
+100
New +$1.94K ﹤0.01% 1264

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
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

Arkadios Wealth Advisors's PAVE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 77% in Q1 2026, buying an estimated $919K and bringing the position to 40,656 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #497.

Arkadios Wealth Advisors first reported a position in PAVE in Q4 2020 and has held it in 18 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Arkadios Wealth Advisors held 40,656 shares of Global X US Infrastructure Development ETF worth $2.07M as of Q1 2026.
  • Arkadios Wealth Advisors bought 17,644 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $919K.
  • Global X US Infrastructure Development ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #497 holding.
  • Arkadios Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 18 quarters since.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.