Core Wealth Advisors (Florida)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Core Wealth Advisors (Florida)’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	$690K	Hold	11,712	–	–	0.14%	66
2026 Q1	$595K	Hold	11,712	–	–	0.14%	61
2025 Q4	$560K	Hold	11,712	–	–	0.15%	57
2025 Q3	$558K	Hold	11,712	–	–	0.15%	54
2025 Q2	$510K	Hold	11,712	–	–	0.15%	45
2025 Q1	$442K	Hold	11,712	–	–	0.14%	45
2024 Q4	$473K	Hold	11,712	–	–	0.16%	41
2024 Q3	$482K	Hold	11,712	–	–	0.15%	42
2024 Q2	$434K	Hold	11,712	–	–	0.15%	43
2024 Q1	$466K	Hold	11,712	–	–	0.16%	39
2023 Q4	$404K	Hold	11,712	–	–	0.15%	38
2023 Q3	$356K	Hold	11,712	–	–	0.15%	39
2023 Q2	$368K	Hold	11,712	–	–	0.15%	37
2023 Q1	$332K	Hold	11,712	–	–	0.13%	39
2022 Q4	$310K	Buy	11,712 +937	+9%	+$24.6K	0.14%	33
2022 Q3	$248K	Buy	10,775 +2,803	+35%	+$70.4K	0.14%	31
2022 Q2	$182K	Buy	7,972 +2,100	+36%	+$53.8K	0.11%	35
2022 Q1	$166K	Buy	5,872 +1,968	+50%	+$53.5K	0.09%	40
2021 Q4	$112K	Buy	+3,904	New	+$109K	0.07%	56

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PAVE Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 11,712 shares worth $690K. The position accounts for 0.14% of the portfolio, ranked #66.

Core Wealth Advisors (Florida) first reported a position in PAVE in Q4 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Core Wealth Advisors (Florida) held 11,712 shares of Global X US Infrastructure Development ETF worth $690K as of Q2 2026.
Core Wealth Advisors (Florida) left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.14% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #66 holding.
Core Wealth Advisors (Florida) first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 19 quarters since.
817 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.