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

Connecticut 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 		$3.61M Sell
61,318
-3,422
-5% -$192K 0.13% 77
2026
Q1 		$3.29M Buy
64,740
+12,607
+24% +$657K 0.14% 76
2025
Q4 		$2.49M Buy
52,133
+36,436
+232% +$1.75M 0.11% 89
2025
Q3 		$748K Buy
+15,697
New +$722K 0.03% 181

Other funds holding PAVE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 5.3% in Q2 2026, selling an estimated $192K and leaving 61,318 shares worth $3.61M. The position accounts for 0.13% of the portfolio, ranked #77.

Connecticut Wealth Management first reported a position in PAVE in Q3 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Connecticut Wealth Management held 61,318 shares of Global X US Infrastructure Development ETF worth $3.61M as of Q2 2026.
  • Connecticut Wealth Management sold 3,422 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $192K.
  • Global X US Infrastructure Development ETF made up 0.13% of Connecticut Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Connecticut Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.