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

Chicago 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	$11.8M	Buy	200,760 +5,395	+3%	+$303K	4.2%	12
2026 Q1	$9.93M	Buy	+195,365	New	+$10.2M	3.96%	10
2025 Q2	–	Sell	-225,800	Closed	-$8.52M	–	51
2025 Q1	$8.52M	Buy	225,800 +3,173	+1%	+$129K	4.46%	13
2024 Q4	$9M	Buy	222,627 +11,294	+5%	+$484K	4.67%	12
2024 Q3	$8.7M	Buy	211,333 +3,066	+1%	+$118K	4.64%	11
2024 Q2	$7.71M	Buy	208,267 +8,234	+4%	+$315K	4.43%	12
2024 Q1	$7.96M	Buy	200,033 +34,893	+21%	+$1.26M	4.73%	11
2023 Q4	$5.69M	Buy	165,140 +9,477	+6%	+$295K	3.89%	13
2023 Q3	$4.73M	Buy	155,663 +48,942	+46%	+$1.55M	3.73%	14
2023 Q2	$3.35M	Buy	+106,721	New	+$3.03M	2.56%	16

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

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

Chicago Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 2.8% in Q2 2026, buying an estimated $303K and bringing the position to 200,760 shares worth $11.8M. The position accounts for 4.2% of the portfolio, ranked #12.

Chicago Wealth Management first reported a position in PAVE in Q2 2023 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Chicago Wealth Management held 200,760 shares of Global X US Infrastructure Development ETF worth $11.8M as of Q2 2026.
Chicago Wealth Management bought 5,395 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $303K.
Global X US Infrastructure Development ETF made up 4.2% of Chicago Wealth Management's portfolio in Q2 2026, its #12 holding.
Chicago Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q2 2023 and has held it in 10 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.