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

BigSur 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 Q2	$1.82M	Hold	30,855	–	–	0.44%	63
2026 Q1	$1.57M	Hold	30,855	–	–	0.44%	67
2025 Q4	$1.48M	Buy	30,855 +45	+0.1%	+$2.16K	0.36%	73
2025 Q3	$1.47M	Sell	30,810 -13,600	-31%	-$626K	0.36%	74
2025 Q2	$1.94M	Hold	44,410	–	–	0.49%	54
2025 Q1	$1.68M	Hold	44,410	–	–	0.45%	60
2024 Q4	$1.8M	Hold	44,410	–	–	0.51%	53
2024 Q3	$1.83M	Hold	44,410	–	–	0.5%	56
2024 Q2	$1.65M	Hold	44,410	–	–	0.5%	57
2024 Q1	$1.77M	Buy	44,410 +30,810	+227%	+$1.12M	0.55%	51
2023 Q4	$471K	Sell	13,600 -1,400	-9%	-$43.6K	0.22%	83
2023 Q3	$456K	Hold	15,000	–	–	0.23%	82
2023 Q2	$473K	Hold	15,000	–	–	0.23%	84
2023 Q1	$425K	Hold	15,000	–	–	0.2%	89
2022 Q4	$399K	Hold	15,000	–	–	0.19%	90
2022 Q3	$346K	Hold	15,000	–	–	0.18%	90
2022 Q2	$343K	Hold	15,000	–	–	0.16%	94
2022 Q1	$424K	Hold	15,000	–	–	0.17%	94
2021 Q4	$433K	Hold	15,000	–	–	0.17%	92
2021 Q3	$381K	Hold	15,000	–	–	0.17%	91
2021 Q2	$387K	Buy	+15,000	New	+$390K	0.17%	86

Other funds holding PAVE

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 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 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

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

BigSur Wealth Management's PAVE Position: Q2 2026 in Review

BigSur Wealth Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 30,855 shares worth $1.82M. The position accounts for 0.44% of the portfolio, ranked #63.

BigSur Wealth Management first reported a position in PAVE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.94M in Q2 2025. 287 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

BigSur Wealth Management held 30,855 shares of Global X US Infrastructure Development ETF worth $1.82M as of Q2 2026.
BigSur Wealth Management left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.44% of BigSur Wealth Management's portfolio in Q2 2026, its #63 holding.
BigSur Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 21 quarters since.
BigSur Wealth Management's Global X US Infrastructure Development ETF position peaked at $1.94M in Q2 2025.
287 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.