Capstone Wealth Management Group (Oregon)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$326K	Buy	5,539 +1,110	+25%	+$62.3K	0.2%	92
2026 Q1	$225K	Hold	4,429	–	–	0.14%	114
2025 Q4	$212K	Hold	4,429	–	–	0.13%	119
2025 Q3	$211K	Sell	4,429 -200	-4%	-$9.21K	0.13%	117
2025 Q2	$202K	Buy	+4,629	New	+$185K	0.15%	102

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

Capstone Wealth Management Group (Oregon)'s PAVE Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Global X US Infrastructure Development ETF (PAVE) stake by 25% in Q2 2026, buying an estimated $62.3K and bringing the position to 5,539 shares worth $326K. The position accounts for 0.2% of the portfolio, ranked #92.

Capstone Wealth Management Group (Oregon) first reported a position in PAVE in Q2 2025 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 5,539 shares of Global X US Infrastructure Development ETF worth $326K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 1,110 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $62.3K.
Global X US Infrastructure Development ETF made up 0.2% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #92 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.