FWL Investment Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

FWL Investment 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 Q2	$222K	Sell	3,769 -45	-1%	-$2.53K	0.04%	109
2026 Q1	$194K	Buy	3,814 +404	+12%	+$21K	0.04%	105
2025 Q4	$163K	Buy	3,410 +414	+14%	+$19.9K	0.04%	92
2025 Q3	$143K	Sell	2,996 -895	-23%	-$41.2K	0.04%	99
2025 Q2	$170K	Buy	3,891 +379	+11%	+$15.2K	0.05%	95
2025 Q1	$133K	Buy	3,512 +1,014	+41%	+$41.1K	0.05%	96
2024 Q4	$101K	Buy	2,498 +2,477	+11,795%	+$106K	0.04%	110
2024 Q3	$880	Buy	+21	New	+$807	﹤0.01%	282

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

FWL Investment Management's PAVE Position: Q2 2026 in Review

FWL Investment Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 1.2% in Q2 2026, selling an estimated $2.53K and leaving 3,769 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #109.

FWL Investment Management first reported a position in PAVE in Q3 2024 and has held it in 8 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

FWL Investment Management held 3,769 shares of Global X US Infrastructure Development ETF worth $222K as of Q2 2026.
FWL Investment Management sold 45 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $2.53K.
Global X US Infrastructure Development ETF made up 0.04% of FWL Investment Management's portfolio in Q2 2026, its #109 holding.
FWL Investment Management first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 8 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.