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

Evolution 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 		$35.9M Buy
609,894
+3,872
+0.6% +$217K 4.2% 4
2026
Q1 		$30.8M Buy
606,022
+2,342
+0.4% +$122K 3.14% 5
2025
Q4 		$28.8M Sell
603,680
-177
-0% -$8.49K 2.91% 5
2025
Q3 		$28.8M Buy
603,857
+6,509
+1% +$300K 3.86% 4
2025
Q2 		$26M Sell
597,348
-163,198
-21% -$6.53M 3.81% 4
2025
Q1 		$28.7M Sell
760,546
-10,298
-1% -$417K 4.79% 4
2024
Q4 		$31.1M Sell
770,844
-734
-0.1% -$31.5K 5.21% 3
2024
Q3 		$31.8M Sell
771,578
-6,320
-0.8% -$243K 5.71% 3
2024
Q2 		$28.8M Sell
777,898
-3,258
-0.4% -$125K 5.61% 3
2024
Q1 		$31.1M Buy
781,156
+1,331
+0.2% +$48.2K 5.96% 3
2023
Q4 		$26.9M Sell
779,825
-901
-0.1% -$28K 5.4% 4
2023
Q3 		$23.7M Buy
780,726
+345
+0% +$10.9K 5.3% 4
2023
Q2 		$24.5M Sell
780,381
-8,695
-1% -$247K 5.42% 4
2023
Q1 		$22.4M Sell
789,076
-15,580
-2% -$441K 5.37% 5
2022
Q4 		$21.3M Sell
804,656
-5,680
-0.7% -$149K 5.37% 5
2022
Q3 		$18.7M Sell
810,336
-18,891
-2% -$474K 5.12% 5
2022
Q2 		$18.9M Buy
829,227
+4,600
+0.6% +$118K 4.78% 5
2022
Q1 		$23.3M Buy
824,627
+14,918
+2% +$405K 4.79% 6
2021
Q4 		$23.3M Buy
809,709
+5,453
+0.7% +$152K 3.52% 8
2021
Q3 		$20.4M Buy
804,256
+25,571
+3% +$674K 4.38% 7
2021
Q2 		$20.1M Sell
778,685
-13,049
-2% -$339K 4.07% 6
2021
Q1 		$19.8M Buy
791,734
+50,266
+7% +$1.16M 4.43% 5
2020
Q4 		$15.7M Buy
741,468
+222,315
+43% +$4.32M 3.55% 7
2020
Q3 		$8.75M Buy
+519,153
New +$8.54M 2.39% 13

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

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

Evolution Wealth Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.64% in Q2 2026, buying an estimated $217K and bringing the position to 609,894 shares worth $35.9M. The position accounts for 4.2% of the portfolio, ranked #4.

Evolution Wealth Advisors first reported a position in PAVE in Q3 2020 and has held it in 24 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Evolution Wealth Advisors held 609,894 shares of Global X US Infrastructure Development ETF worth $35.9M as of Q2 2026.
  • Evolution Wealth Advisors bought 3,872 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $217K.
  • Global X US Infrastructure Development ETF made up 4.2% of Evolution Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Evolution Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2020 and has held it in 24 quarters since.
  • 819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.