Golden State Equity Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Golden State Equity 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	–	Sell	-36,593	Closed	-$1.86M	–	1317
2026 Q1	$1.86M	Buy	+36,593	New	+$1.91M	0.14%	169
2022 Q1	$540K	Sell	19,092 -7,292	-28%	-$198K	0.27%	104
2021 Q4	$760K	Buy	26,384 +114	+0.4%	+$3.17K	0.38%	64
2021 Q3	$668K	Buy	+26,270	New	+$692K	0.27%	92

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

Golden State Equity Partners's PAVE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2026, closing a stake of 36,593 shares — an estimated $1.86M sold.

Golden State Equity Partners first reported a position in PAVE in Q3 2021 and held it in 4 quarters. The position peaked at $1.86M in Q1 2026. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Golden State Equity Partners reported no remaining Global X US Infrastructure Development ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 36,593 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $1.86M.
Golden State Equity Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and held it in 4 quarters.
Golden State Equity Partners's Global X US Infrastructure Development ETF position peaked at $1.86M in Q1 2026.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.