Cascade Investment Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cascade Investment Group’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	$397K	Buy	7,820 +116	+2%	+$6.04K	0.26%	95
2025 Q4	$368K	Hold	7,704	–	–	0.25%	96
2025 Q3	$367K	Hold	7,704	–	–	0.24%	95
2025 Q2	$336K	Sell	7,704 -75	-1%	-$3K	0.23%	96
2025 Q1	$294K	Sell	7,779 -410	-5%	-$16.6K	0.23%	100
2024 Q4	$331K	Sell	8,189 -2,054	-20%	-$88K	0.24%	96
2024 Q3	$422K	Sell	10,243 -50	-0.5%	-$1.92K	0.31%	76
2024 Q2	$381K	Hold	10,293	–	–	0.3%	78
2024 Q1	$410K	Sell	10,293 -735	-7%	-$26.6K	0.31%	79
2023 Q4	$380K	Hold	11,028	–	–	0.31%	78
2023 Q3	$335K	Sell	11,028 -125	-1%	-$3.95K	0.32%	78
2023 Q2	$351K	Hold	11,153	–	–	0.32%	80
2023 Q1	$316K	Buy	11,153 +1	+0%	+$28	0.31%	86
2022 Q4	$295K	Buy	+11,152	New	+$292K	0.31%	88

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

Cascade Investment Group's PAVE Position: Q1 2026 in Review

Cascade Investment Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 1.5% in Q1 2026, buying an estimated $6.04K and bringing the position to 7,820 shares worth $397K. The position accounts for 0.26% of the portfolio, ranked #95.

Cascade Investment Group first reported a position in PAVE in Q4 2022 and has held it in 14 quarters since. The position peaked at $422K in Q3 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Cascade Investment Group held 7,820 shares of Global X US Infrastructure Development ETF worth $397K as of Q1 2026.
Cascade Investment Group bought 116 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $6.04K.
Global X US Infrastructure Development ETF made up 0.26% of Cascade Investment Group's portfolio in Q1 2026, its #95 holding.
Cascade Investment Group first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Global X US Infrastructure Development ETF position peaked at $422K in Q3 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.