BRWA
PAVE icon

B. Riley Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

B. Riley 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
Q2 		$514K Sell
8,775
-380
-4% -$21.3K 0.03% 464
2026
Q1 		$450K Sell
9,155
-4,931
-35% -$257K 0.03% 461
2025
Q4 		$673K Buy
14,086
+200
+1% +$9.59K 0.03% 436
2025
Q3 		$661K Sell
13,886
-2,637
-16% -$121K 0.03% 443
2025
Q2 		$720K Buy
+16,523
New +$661K 0.03% 419
2024
Q4 		$2.32M Sell
57,208
-3,638
-6% -$156K 0.08% 252
2024
Q3 		$2.49M Sell
60,846
-12,468
-17% -$479K 0.07% 276
2024
Q2 		$2.72M Sell
73,314
-17,886
-20% -$684K 0.07% 269
2024
Q1 		$2.77M Sell
91,200
-2,055
-2% -$74.4K 0.07% 262
2023
Q4 		$3.23M Buy
93,255
+2,055
+2% +$64K 0.09% 239
2023
Q3 		$2.77M Buy
91,200
+2,472
+3% +$78K 0.07% 262
2023
Q2 		$2.8M Sell
88,728
-118,147
-57% -$3.35M 0.06% 288
2023
Q1 		$5.86M Sell
206,875
-3,393
-2% -$96.1K 0.16% 150
2022
Q4 		$5.6M Buy
210,268
+5,239
+3% +$137K 0.16% 153
2022
Q3 		$4.73M Buy
205,029
+40,505
+25% +$1.02M 0.14% 160
2022
Q2 		$3.75M Buy
164,524
+1,533
+0.9% +$39.3K 0.16% 139
2022
Q1 		$4.61M Sell
162,991
-2,017
-1% -$54.8K 0.15% 142
2021
Q4 		$4.75M Buy
165,008
+5,396
+3% +$150K 0.14% 156
2021
Q3 		$4.06M Buy
159,612
+10,309
+7% +$272K 0.13% 175
2021
Q2 		$3.85M Buy
149,303
+128,195
+607% +$3.33M 0.12% 187
2021
Q1 		$529K Buy
+21,108
New +$486K 0.02% 708

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

B. Riley Wealth Advisors's PAVE Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.2% in Q2 2026, selling an estimated $21.3K and leaving 8,775 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #464.

B. Riley Wealth Advisors first reported a position in PAVE in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.86M in Q1 2023. 275 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • B. Riley Wealth Advisors held 8,775 shares of Global X US Infrastructure Development ETF worth $514K as of Q2 2026.
  • B. Riley Wealth Advisors sold 380 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $21.3K.
  • Global X US Infrastructure Development ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #464 holding.
  • B. Riley Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $5.86M in Q1 2023.
  • 275 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.