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 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 $1.37T 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 $20.6B AUM 59.59% 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

Chicago Wealth Management's PAVE Position: Q1 2026 in Review

Chicago Wealth Management opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q1 2026: 195,365 shares worth $9.93M. The stake represents 3.96% of the portfolio and ranks #10 among its holdings. This is a return to the name: Chicago Wealth Management previously reported a position in PAVE as recently as Q1 2025.

Chicago Wealth Management first reported a position in PAVE in Q2 2023 and has held it in 9 quarters since. 733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Chicago Wealth Management held 195,365 shares of Global X US Infrastructure Development ETF worth $9.93M as of Q1 2026.
Global X US Infrastructure Development ETF was a new Chicago Wealth Management position in Q1 2026.
Global X US Infrastructure Development ETF made up 3.96% of Chicago Wealth Management's portfolio in Q1 2026, its #10 holding.
Chicago Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q2 2023 and has held it in 9 quarters since.
733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.