Gateway Wealth Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Gateway Wealth Partners’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	$351K	Sell	5,957 -3,804	-39%	-$214K	0.02%	581
2026 Q1	$496K	Buy	9,761 +4,592	+89%	+$239K	0.02%	575
2025 Q4	$247K	Buy	5,169 +183	+4%	+$8.78K	0.03%	412
2025 Q3	$238K	Buy	4,986 +105	+2%	+$4.83K	0.03%	368
2025 Q2	$213K	Buy	+4,881	New	+$195K	0.04%	338
2023 Q4	–	Sell	-9,047	Closed	-$275K	–	259
2023 Q3	$275K	Buy	+9,047	New	+$286K	0.05%	203

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

Gateway Wealth Partners's PAVE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Global X US Infrastructure Development ETF (PAVE) stake by 39% in Q2 2026, selling an estimated $214K and leaving 5,957 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #581.

Gateway Wealth Partners first reported a position in PAVE in Q3 2023 and has held it in 6 quarters since. The position peaked at $496K in Q1 2026. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Gateway Wealth Partners held 5,957 shares of Global X US Infrastructure Development ETF worth $351K as of Q2 2026.
Gateway Wealth Partners sold 3,804 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $214K.
Global X US Infrastructure Development ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #581 holding.
Gateway Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2023 and has held it in 6 quarters since.
Gateway Wealth Partners's Global X US Infrastructure Development ETF position peaked at $496K in Q1 2026.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.