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 Q3	$1.36M	Sell	25,931 -1,284	-5%	-$71.7K	0.01%	313
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

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Congress Asset Management's PAVE Position: Q3 2026 in Review

Congress Asset Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.7% in Q3 2026, selling an estimated $71.7K and leaving 25,931 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #313.

Congress Asset Management first reported a position in PAVE in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.13M in Q2 2023. 35 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Congress Asset Management held 25,931 shares of Global X US Infrastructure Development ETF worth $1.36M as of Q3 2026.
Congress Asset Management sold 1,284 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $71.7K.
Global X US Infrastructure Development ETF made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #313 holding.
Congress Asset Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 20 quarters since.
Congress Asset Management's Global X US Infrastructure Development ETF position peaked at $3.13M in Q2 2023.
35 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.