Belpointe Asset Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Belpointe Asset 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	$398K	Buy	+6,748	New	+$379K	0.01%	800
2024 Q4	–	Sell	-25	Closed	-$1.01K	–	924
2024 Q3	$1.01K	Sell	25 -1	-4%	-$38	﹤0.01%	898
2024 Q2	$971	Buy	+26	New	+$995	﹤0.01%	821
2023 Q2	–	Sell	-10,566	Closed	-$300K	–	2498
2023 Q1	$300K	Buy	10,566 +5,136	+95%	+$146K	0.02%	760
2022 Q4	$144K	Buy	5,430 +152	+3%	+$3.98K	0.01%	1040
2022 Q3	$121K	Buy	5,278 +60	+1%	+$1.51K	0.01%	1061
2022 Q2	$119K	Buy	5,218 +138	+3%	+$3.53K	0.01%	1034
2022 Q1	$144K	Sell	5,080 -57,821	-92%	-$1.57M	0.01%	1061
2021 Q4	$1.81M	Buy	62,901 +18,009	+40%	+$501K	0.11%	184
2021 Q3	$1.14M	Buy	+44,892	New	+$1.18M	0.08%	281

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

Belpointe Asset Management's PAVE Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 6,748 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in PAVE as recently as Q3 2024.

Belpointe Asset Management first reported a position in PAVE in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.81M in Q4 2021. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Belpointe Asset Management held 6,748 shares of Global X US Infrastructure Development ETF worth $398K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Belpointe Asset Management position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #800 holding.
Belpointe Asset Management first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 10 quarters since.
Belpointe Asset Management's Global X US Infrastructure Development ETF position peaked at $1.81M in Q4 2021.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.