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 Q2	$478K	Buy	8,115 +980	+14%	+$55K	0.01%	314
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 $1.55T 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

Forvis Mazars Wealth Advisors's PAVE Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 14% in Q2 2026, buying an estimated $55K and bringing the position to 8,115 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #314.

Forvis Mazars Wealth Advisors first reported a position in PAVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $597K in Q2 2025. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Forvis Mazars Wealth Advisors held 8,115 shares of Global X US Infrastructure Development ETF worth $478K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 980 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $55K.
Global X US Infrastructure Development ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Forvis Mazars Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 10 quarters since.
Forvis Mazars Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $597K in Q2 2025.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.