Crewe Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Crewe Advisors’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	$463K	Buy	7,864 +1,319	+20%	+$74K	0.03%	152
2026 Q1	$333K	Hold	6,545	–	–	0.03%	166
2025 Q4	$313K	Hold	6,545	–	–	0.03%	168
2025 Q3	$312K	Buy	6,545 +4,072	+165%	+$187K	0.03%	160
2025 Q2	$108K	Buy	2,473 +497	+25%	+$19.9K	0.02%	211
2025 Q1	$74.6K	Hold	1,976	–	–	0.01%	230
2024 Q4	$79.9K	Buy	1,976 +293	+17%	+$12.6K	0.01%	233
2024 Q3	$69.3K	Sell	1,683 -165	-9%	-$6.34K	0.01%	266
2024 Q2	$68.4K	Buy	1,848 +1,236	+202%	+$47.3K	0.01%	317
2024 Q1	$24.4K	Hold	612	–	–	﹤0.01%	471
2023 Q4	$21.1K	Sell	612 -391	-39%	-$12.2K	﹤0.01%	162
2023 Q3	$30.5K	Buy	1,003 +919	+1,094%	+$29K	0.01%	172
2023 Q2	$2.64K	Hold	84	–	–	﹤0.01%	516
2023 Q1	$2.38K	Hold	84	–	–	﹤0.01%	708
2022 Q4	$2.23K	Hold	84	–	–	﹤0.01%	822
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	1062
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	995
2022 Q1	$2K	Buy	+84	New	+$2.28K	﹤0.01%	437

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

Crewe Advisors's PAVE Position: Q2 2026 in Review

Crewe Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 20% in Q2 2026, buying an estimated $74K and bringing the position to 7,864 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #152.

Crewe Advisors first reported a position in PAVE in Q1 2022 and has held it in 18 quarters since. 818 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Crewe Advisors held 7,864 shares of Global X US Infrastructure Development ETF worth $463K as of Q2 2026.
Crewe Advisors bought 1,319 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $74K.
Global X US Infrastructure Development ETF made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #152 holding.
Crewe Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 18 quarters since.
818 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.