Glassman Wealth Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Glassman Wealth Services’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	$12.1K	Buy	+206	New	+$11.6K	﹤0.01%	192
2025 Q2	–	Sell	-256	Closed	-$9.66K	–	208
2025 Q1	$9.66K	Buy	+256	New	+$10.4K	﹤0.01%	158
2023 Q2	–	Sell	-171	Closed	-$4.85K	–	1983
2023 Q1	$4.85K	Buy	+171	New	+$4.84K	﹤0.01%	1007

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

Glassman Wealth Services's PAVE Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 206 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in PAVE as recently as Q1 2025.

Glassman Wealth Services first reported a position in PAVE in Q1 2023 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Glassman Wealth Services held 206 shares of Global X US Infrastructure Development ETF worth $12.1K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Glassman Wealth Services position in Q2 2026.
Global X US Infrastructure Development ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #192 holding.
Glassman Wealth Services first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 3 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.