Bernard Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Bernard Wealth 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	–	Sell	-4	Closed	-$192	–	373
2025 Q4	$192	Hold	4	–	–	﹤0.01%	334
2025 Q3	$191	Buy	+4	New	+$184	﹤0.01%	321

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

Bernard Wealth Management's PAVE Position: Q1 2026 in Review

Bernard Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2026, closing a stake of 4 shares — an estimated $192 sold.

Bernard Wealth Management first reported a position in PAVE in Q3 2025 and held it in 2 quarters. The position peaked at $192 in Q4 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Bernard Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2026 after selling out during the quarter.
Bernard Wealth Management sold 4 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $192.
Bernard Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and held it in 2 quarters.
Bernard Wealth Management's Global X US Infrastructure Development ETF position peaked at $192 in Q4 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.