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

Forvis Mazars 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 Q1	$363K	Sell	7,135 -1,957	-22%	-$102K	0.01%	327
2025 Q4	$435K	Sell	9,092 -39	-0.4%	-$1.87K	0.01%	308
2025 Q3	$435K	Sell	9,131 -4,577	-33%	-$211K	0.01%	306
2025 Q2	$597K	Sell	13,708 -277	-2%	-$11.1K	0.01%	256
2025 Q1	$528K	Buy	13,985 +157	+1%	+$6.36K	0.01%	273
2024 Q4	$559K	Hold	13,828	–	–	0.01%	296
2024 Q3	$569K	Hold	13,828	–	–	0.01%	298
2024 Q2	$512K	Hold	13,828	–	–	0.01%	288
2024 Q1	$550K	Buy	+13,828	New	+$501K	0.01%	276

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

Forvis Mazars Wealth Advisors's PAVE Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 22% in Q1 2026, selling an estimated $102K and leaving 7,135 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #327.

Forvis Mazars Wealth Advisors first reported a position in PAVE in Q1 2024 and has held it in 9 quarters since. The position peaked at $597K in Q2 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Forvis Mazars Wealth Advisors held 7,135 shares of Global X US Infrastructure Development ETF worth $363K as of Q1 2026.
Forvis Mazars Wealth Advisors sold 1,957 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $102K.
Global X US Infrastructure Development ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #327 holding.
Forvis Mazars Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 9 quarters since.
Forvis Mazars Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $597K in Q2 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.