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

Congress 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
2025
Q2 		$61.1M Buy
1,401,130
+227,349
+19% +$9.1M 0.59% 26
2025
Q1 		$44.3M Sell
1,173,781
-529,413
-31% -$21.5M 0.53% 38
2024
Q4 		$68.8M Sell
1,703,194
-51,136
-3% -$2.19M 0.95% 13
2024
Q3 		$72.2M Sell
1,754,330
-603,646
-26% -$23.2M 0.96% 16
2024
Q2 		$87.3M Sell
2,357,976
-50,079
-2% -$1.92M 1.39% 12
2024
Q1 		$95.9M Sell
2,408,055
-548,267
-19% -$19.8M 1.66% 8
2023
Q4 		$102M Buy
2,956,322
+463,636
+19% +$14.4M 1.87% 6
2023
Q3 		$75.7M Sell
2,492,686
-46,425
-2% -$1.47M 1.56% 8
2023
Q2 		$79.8M Buy
2,539,111
+27,226
+1% +$773K 1.85% 8
2023
Q1 		$71.2M Buy
2,511,885
+834,330
+50% +$23.6M 1.72% 9
2022
Q4 		$44.4M Sell
1,677,555
-32,251
-2% -$845K 1.14% 16
2022
Q3 		$39.4M Sell
1,709,806
-64,887
-4% -$1.63M 1.06% 16
2022
Q2 		$40.4M Sell
1,774,693
-538,911
-23% -$13.8M 1.03% 19
2022
Q1 		$65.4M Sell
2,313,604
-75,879
-3% -$2.06M 1.43% 12
2021
Q4 		$68.8M Buy
+2,389,483
New +$66.4M 1.37% 8

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's PAVE Position: Q2 2025 in Review

Congress Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 19% in Q2 2025, buying an estimated $9.1M and bringing the position to 1,401,130 shares worth $61.1M. The position accounts for 0.59% of the portfolio, ranked #26.

Congress Wealth Management first reported a position in PAVE in Q4 2021 and has held it in 15 quarters since. The position peaked at $102M in Q4 2023. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

  • Congress Wealth Management held 1,401,130 shares of Global X US Infrastructure Development ETF worth $61.1M as of Q2 2025.
  • Congress Wealth Management bought 227,349 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $9.1M.
  • Global X US Infrastructure Development ETF made up 0.59% of Congress Wealth Management's portfolio in Q2 2025, its #26 holding.
  • Congress Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Global X US Infrastructure Development ETF position peaked at $102M in Q4 2023.
  • 606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.