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

Destination 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 		$36.6M Sell
621,076
-9,578
-2% -$538K 0.85% 34
2026
Q1 		$32M Sell
630,654
-6,027
-0.9% -$314K 0.83% 38
2025
Q4 		$30.4M Sell
636,681
-2,050
-0.3% -$98.3K 0.8% 43
2025
Q3 		$30.4M Sell
638,731
-3,507
-0.5% -$161K 0.84% 40
2025
Q2 		$28M Buy
642,238
+573
+0.1% +$22.9K 0.82% 44
2025
Q1 		$24.2M Buy
641,665
+1,121
+0.2% +$45.4K 0.76% 50
2024
Q4 		$25.9M Sell
640,544
-16,117
-2% -$691K 0.81% 40
2024
Q3 		$27M Sell
656,661
-11,545
-2% -$444K 0.84% 43
2024
Q2 		$24.7M Sell
668,206
-32,199
-5% -$1.23M 0.82% 43
2024
Q1 		$27.9M Sell
700,405
-19,857
-3% -$719K 0.93% 38
2023
Q4 		$24.8M Sell
720,262
-6,690
-0.9% -$208K 0.86% 39
2023
Q3 		$22.1M Sell
726,952
-28,132
-4% -$888K 0.86% 38
2023
Q2 		$23.7M Sell
755,084
-11,346
-1% -$322K 0.88% 36
2023
Q1 		$21.7M Sell
766,430
-8,064
-1% -$228K 0.82% 44
2022
Q4 		$20.5M Sell
774,494
-17,800
-2% -$466K 0.82% 41
2022
Q3 		$18.3M Buy
792,294
+24,175
+3% +$607K 0.77% 43
2022
Q2 		$17.5M Sell
768,119
-40,612
-5% -$1.04M 0.71% 48
2022
Q1 		$22.9M Buy
808,731
+801,187
+10,620% +$21.8M 0.85% 39
2021
Q4 		$217K Buy
+7,544
New +$210K 0.01% 192

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Destination Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 1.5% in Q2 2026, selling an estimated $538K and leaving 621,076 shares worth $36.6M. The position accounts for 0.85% of the portfolio, ranked #34.

Destination Wealth Management first reported a position in PAVE in Q4 2021 and has held it in 19 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Destination Wealth Management held 621,076 shares of Global X US Infrastructure Development ETF worth $36.6M as of Q2 2026.
  • Destination Wealth Management sold 9,578 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $538K.
  • Global X US Infrastructure Development ETF made up 0.85% of Destination Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Destination Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 19 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.