Carson Wealth (CWM LLC)
PAVE icon

Carson Wealth (CWM LLC)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Carson Wealth (CWM LLC)’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 		$23.4M Buy
460,523
+66,962
+17% +$3.49M 0.06% 295
2025
Q4 		$18.8M Buy
393,561
+12,980
+3% +$623K 0.05% 337
2025
Q3 		$18.1M Sell
380,581
-1,160
-0.3% -$53.4K 0.05% 296
2025
Q2 		$16.6M Buy
381,741
+2,839
+0.7% +$114K 0.06% 284
2025
Q1 		$14.3M Buy
378,902
+23,198
+7% +$940K 0.06% 281
2024
Q4 		$14.4M Sell
355,704
-124
-0% -$5.31K 0.06% 254
2024
Q3 		$14.6M Buy
355,828
+38,934
+12% +$1.5M 0.06% 250
2024
Q2 		$11.7M Sell
316,894
-25,475
-7% -$974K 0.06% 270
2024
Q1 		$13.6M Sell
342,369
-88,340
-21% -$3.2M 0.07% 245
2023
Q4 		$14.8M Sell
430,709
-80,058
-16% -$2.49M 0.08% 223
2023
Q3 		$15.5M Sell
510,767
-34,227
-6% -$1.08M 0.1% 184
2023
Q2 		$17.1M Sell
544,994
-43,651
-7% -$1.24M 0.11% 176
2023
Q1 		$16.7M Sell
588,645
-48,317
-8% -$1.37M 0.11% 163
2022
Q4 		$16.9M Sell
636,962
-46,960
-7% -$1.23M 0.12% 154
2022
Q3 		$15.8M Sell
683,922
-15,741
-2% -$395K 0.13% 151
2022
Q2 		$15.9M Buy
699,663
+408,828
+141% +$10.5M 0.12% 155
2022
Q1 		$8.22M Buy
290,835
+15,811
+6% +$430K 0.06% 229
2021
Q4 		$7.92M Buy
+275,024
New +$7.65M 0.06% 243
2021
Q2 		$2.28M Hold
88,550
– – 0.02% 393
2021
Q1 		$2.28M Hold
88,550
– – 0.02% 393
2020
Q4 		$2.28M Hold
88,550
– – 0.02% 393
2020
Q3 		$2.28M Hold
88,550
– – 0.02% 393
2020
Q2 		$2.28M Hold
88,550
– – 0.02% 393
2020
Q1 		$2.28M Hold
88,550
– – 0.02% 393
2019
Q4 		$2.28M Hold
88,550
– – 0.02% 393
2019
Q3 		$2.28M Hold
88,550
– – 0.02% 393
2019
Q2 		$2.28M Hold
88,550
– – 0.02% 393
2019
Q1 		$2.28M Buy
+88,550
New +$1.34M 0.02% 393

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PAVE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X US Infrastructure Development ETF (PAVE) stake by 17% in Q1 2026, buying an estimated $3.49M and bringing the position to 460,523 shares worth $23.4M. The position accounts for 0.06% of the portfolio, ranked #295.

Carson Wealth (CWM LLC) first reported a position in PAVE in Q1 2019 and has held it in 28 quarters since. 733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 460,523 shares of Global X US Infrastructure Development ETF worth $23.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 66,962 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $3.49M.
  • Global X US Infrastructure Development ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #295 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X US Infrastructure Development ETF in Q1 2019 and has held it in 28 quarters since.
  • 733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.