Golden State Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Golden State Wealth 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	$76K	Sell	1,290 -367	-22%	-$20.6K	0.01%	634
2026 Q1	$84.2K	Sell	1,657 -826	-33%	-$43K	0.01%	558
2025 Q4	$119K	Sell	2,483 -845	-25%	-$40.5K	0.01%	485
2025 Q3	$159K	Sell	3,328 -295	-8%	-$13.6K	0.02%	420
2025 Q2	$158K	Buy	3,623 +1,487	+70%	+$59.5K	0.02%	401
2025 Q1	$80.6K	Buy	2,136 +2,011	+1,609%	+$81.5K	0.01%	494
2024 Q4	$5.07K	Buy	+125	New	+$5.36K	﹤0.01%	1117

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 Wealth Management's PAVE Position: Q2 2026 in Review

Golden State Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 22% in Q2 2026, selling an estimated $20.6K and leaving 1,290 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #634.

Golden State Wealth Management first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $159K in Q3 2025. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Golden State Wealth Management held 1,290 shares of Global X US Infrastructure Development ETF worth $76K as of Q2 2026.
Golden State Wealth Management sold 367 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $20.6K.
Global X US Infrastructure Development ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #634 holding.
Golden State Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Global X US Infrastructure Development ETF position peaked at $159K in Q3 2025.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.