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

EP Wealth 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	$43.8M	Sell	743,811 -124	-0%	-$6.96K	0.17%	102
2026 Q1	$37.8M	Sell	743,935 -4,529	-0.6%	-$236K	0.19%	88
2025 Q4	$35.8M	Buy	+748,464	New	+$35.9M	0.19%	86
2025 Q2	$32.5M	Sell	745,542 -9,699	-1%	-$388K	0.21%	83
2025 Q1	$28.5M	Buy	755,241 +2,591	+0.3%	+$105K	0.23%	81
2024 Q4	$30.4M	Sell	752,650 -589	-0.1%	-$25.2K	0.25%	78
2024 Q3	$31M	Buy	+753,239	New	+$29M	0.27%	75

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

EP Wealth Advisors's PAVE Position: Q2 2026 in Review

EP Wealth Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.02% in Q2 2026, selling an estimated $6.96K and leaving 743,811 shares worth $43.8M. The position accounts for 0.17% of the portfolio, ranked #102.

EP Wealth Advisors first reported a position in PAVE in Q3 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

EP Wealth Advisors held 743,811 shares of Global X US Infrastructure Development ETF worth $43.8M as of Q2 2026.
EP Wealth Advisors sold 124 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $6.96K.
Global X US Infrastructure Development ETF made up 0.17% of EP Wealth Advisors's portfolio in Q2 2026, its #102 holding.
EP Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.