Congress Asset Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Congress Asset 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	$1.6M	Sell	27,215 -1,252	-4%	-$70.3K	0.01%	292
2026 Q1	$1.45M	Sell	28,467 -1,425	-5%	-$74.2K	0.01%	325
2025 Q4	$1.43M	Sell	29,892 -2,831	-9%	-$136K	0.01%	297
2025 Q3	$1.56M	Sell	32,723 -1,498	-4%	-$68.9K	0.01%	301
2025 Q2	$1.49M	Sell	34,221 -1,378	-4%	-$55.1K	0.01%	298
2025 Q1	$1.34M	Sell	35,599 -2,462	-6%	-$99.8K	0.01%	293
2024 Q4	$1.54M	Sell	38,061 -14,953	-28%	-$641K	0.01%	296
2024 Q3	$2.18M	Sell	53,014 -17,733	-25%	-$682K	0.01%	269
2024 Q2	$2.62M	Sell	70,747 -5,992	-8%	-$229K	0.02%	263
2024 Q1	$3.05M	Sell	76,739 -4,587	-6%	-$166K	0.02%	254
2023 Q4	$2.8M	Sell	81,326 -13,395	-14%	-$417K	0.02%	278
2023 Q3	$2.88M	Sell	94,721 -4,756	-5%	-$150K	0.03%	257
2023 Q2	$3.13M	Buy	99,477 +24,452	+33%	+$694K	0.03%	253
2023 Q1	$2.13M	Sell	75,025 -4,080	-5%	-$116K	0.02%	276
2022 Q4	$2.1M	Sell	79,105 -3,455	-4%	-$90.5K	0.02%	281
2022 Q3	$1.9M	Sell	82,560 -4,832	-6%	-$121K	0.02%	273
2022 Q2	$1.99M	Sell	87,392 -592	-0.7%	-$15.2K	0.02%	275
2022 Q1	$2.49M	Sell	87,984 -2,412	-3%	-$65.5K	0.02%	268
2021 Q4	$2.6M	Buy	+90,396	New	+$2.51M	0.02%	258

Other funds holding PAVE

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Congress Asset Management's PAVE Position: Q2 2026 in Review

Congress Asset Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.4% in Q2 2026, selling an estimated $70.3K and leaving 27,215 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #292.

Congress Asset Management first reported a position in PAVE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.13M in Q2 2023. 299 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Congress Asset Management held 27,215 shares of Global X US Infrastructure Development ETF worth $1.6M as of Q2 2026.
Congress Asset Management sold 1,252 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $70.3K.
Global X US Infrastructure Development ETF made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #292 holding.
Congress Asset Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 19 quarters since.
Congress Asset Management's Global X US Infrastructure Development ETF position peaked at $3.13M in Q2 2023.
299 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.