Evergreen Wealth Solutions’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Evergreen Wealth Solutions’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 Q1	$459K	Buy	+9,031	New	+$470K	0.03%	262

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Evergreen Wealth Solutions's PAVE Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q1 2026: 9,031 shares worth $459K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Evergreen Wealth Solutions held 9,031 shares of Global X US Infrastructure Development ETF worth $459K as of Q1 2026.
Global X US Infrastructure Development ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Global X US Infrastructure Development ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #262 holding.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.