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

Evolution 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
Q1 		$124K Hold
2,443
– – 0.09% 155
2025
Q4 		$117K Hold
2,443
– – 0.1% 149
2025
Q3 		$116K Hold
2,443
– – 0.12% 132
2025
Q2 		$106K Buy
+2,443
New +$97.7K 0.13% 115

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
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

Evolution Wealth Management's PAVE Position: Q1 2026 in Review

Evolution Wealth Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q1 2026 at 2,443 shares worth $124K. The position accounts for 0.09% of the portfolio, ranked #155.

Evolution Wealth Management first reported a position in PAVE in Q2 2025 and has held it in 4 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Evolution Wealth Management held 2,443 shares of Global X US Infrastructure Development ETF worth $124K as of Q1 2026.
  • Evolution Wealth Management left its Global X US Infrastructure Development ETF share count unchanged in Q1 2026.
  • Global X US Infrastructure Development ETF made up 0.09% of Evolution Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Evolution Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 4 quarters since.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.